# Paradox Investment Partners LLC

> Paradox Investment Partners LLC is a state-registered investment advisory firm in Newport Beach, CA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 307439
- Filed as: PARADOX INVESTMENT PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307439
- AdvisorCensus page: https://advisorcensus.com/firm/paradox-investment-partners-llc-newport-beach-ca-307439

## Quick answers

**How is Paradox Investment Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Paradox Investment Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Paradox Investment Partners LLC located?**
Paradox Investment Partners LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Paradox Investment Partners LLC registered with the SEC or a state?**
Paradox Investment Partners LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307439.

**How much does Paradox Investment Partners LLC manage?**
Paradox Investment Partners LLC reports $8,126,279 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Paradox Investment Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (5).

**Does Paradox Investment Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307439

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $8,126,279
- Discretionary: $8,126,279
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $3,045,669 |
| High net worth individuals | 7 | $5,080,610 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [paradoxinvest.com](https://paradoxinvest.com)
- LinkedIn @paradoxinvest
- X @ParadoxInvest

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paradox Investment Partners LLC (CRD 307439): Form ADV filing data as of October 2026.