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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-09-2020
- Office Locations
- 3
Office Locations
About Paragon Investing, LLC
Paragon Investing is an RIA focused on giving families access to institutional-caliber private debt and private equity, including restricted funds and structures such as interval and tender-offer funds with quarterly liquidity. The team pairs original fund due diligence with a dedicated advisor and ongoing performance tracking, and is invested alongside clients in the same funds. Client relationships are built primarily through referrals; custody includes Charles Schwab.
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Accredited Investors
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Client Personas
Custodian
Fund Managers
Investment Themes
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Platform
Services
Technology
Owner & Executives
JONATHAN EDWARD CARENDER
Investment Advisor, MANAGING PRINCIPAL
- CRD
- #7297163
- Ownership
- 25% but less than 50%
COREY WILLARD WANGLER
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #6954336
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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AUSTIN CAVANAUGH
--
- CRD
- #8224694
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,900,000 | $265,705 |
| Non-Discretionary | $55,300,000 | $415,789 |
| Total | $138,200,000 | $310,562 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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