$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 03-12-2020
- Office Locations
- 1
Office Locations
5000 Birch Street Suite 3000 Newport Beach CA
About Paradox Investment Partners LLC
Paradox Investment Partners LLC is a Newport Beach-based RIA. The firm has been operating for 6 years. Managing $8.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Insurance.
Team overview
37 AVG AGE
$8.1M AVG AUM / ADVISOR
$677.2K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Ember
Client Personas
Alpha pathway
Investment Themes
Pioneer summit
Investment Vehicles
Ridge
Services
Oak
Technology
Capital unison
Owner & Executives
Nicholas Monterrosa
Chief Executive Officer, Managing Member, Portfolio Manager
- CRD
- #7228367
- Ownership
- 75% or more
(632) 257-6833
quantum.vertex@matrixcapital.com
in linkedin.com/in/legacy-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,126,279 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,126,279 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,126,279
Equity - Exchange:
72.2% Cash:
27.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,377,445,062 | 72.2% |
| Cash | $2,070,539,788 | 27.8% |
| Total | $7,447,984,850 | 100.0% |