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PARADOX INVESTMENT PARTNERS LLC
CRD 307439
5000 BIRCH STREET, SUITE 3000, NEWPORT BEACH, CA, 92660, United States
Phone
949-476-3630
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.1M
Discretionary AUM
$8.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $3.0M |
| High net worth individuals | 7 | $5.1M |
All web addresses on file
Official SEC filing: View on IAPD