New Paragon LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

New Paragon LLC ✚
CRD #	110039
SEC #	801-54375
CIK #
AUM
Employees	25 (40% Investors, 0% Brokers)
Phone	216-491-3990
Address	3401 Tuttle Road Shaker Heights, OH 44122
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	69	907.9
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	15	97.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	83	1,004.9
By Discretionary
Discretionary	22	501.8
Non-Discretionary	61	503.1
Total	83	1,004.9
By Non-United States Persons
Non-United States Persons		11.5
United States Persons		993.4
Total	83	1,004.9

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