Paragon Capital Advisors LLC

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Assets, Funds, Holdings

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Paragon Capital Advisors LLC
CRD #139934
SEC #801-71347
CIK #
AUM
Employees
Phone480-483-4102
Address17734 N 93rd Way
Scottsdale, AZ 85255
Source [IAPD] [Website]
Total AUM ($M)
200160120804002010201520202025
Type Form D Funds Date Sold ($M) AUM ($M)
HF Palo Verde Fund LP [2012-04-23] 8.8
PE Palo Verde Private Equity Fund LP 2012-04-23 22.1
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(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 146 162.3
By Discretionary
Discretionary 141 62.3
Non-Discretionary 5 100.0
Total 146 162.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 162.3
Total 146 162.3
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