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| Paragon Financial Partners Inc
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|---|---|
| CRD # | 158041 |
| SEC # | 801-72424 |
| CIK # | 0001910845, 0001656880 |
| AUM | $329.6 M (2026-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 310-557-1515 |
| Address | 5850 Canoga Avenue Woodland Hills, CA 91367 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 19.9 | ||
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 14.5 | ||
| Apple Inc | 6.4 | ||
| Microsoft Corp | 3.0 | ||
| Costco Wholesale Corp /NEW | 2.6 | ||
| Facebook Inc | 2.6 | ||
| O Reilly Automotive Inc | 1.8 | ||
| Netflix Inc | 1.7 | ||
| Bank of America Corp /DE/ | 1.6 | ||
| Philip Morris International Inc | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 11.3 |
| (b) Individuals (high net worth individuals) | 85 | 318.1 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 513 | 329.6 |
| By Discretionary | ||
| Discretionary | 455 | 267.1 |
| Non-Discretionary | 58 | 62.5 |
| Total | 513 | 329.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.6 | |
| Total | 513 | 329.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001656880] | |
| 13F-HR | [0001910845] |
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