Paradox investment Partners LLC logo

Paradox investment Partners LLC

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Client assets under management

$8,126,279

Clients

12

58% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

12

Low

Average account size

$677,190

About

Paradox Investment Partners is a single-advisor registered investment adviser that provides discretionary investment management to individual and high‑net‑worth clients through separately managed accounts, managing approximately $8.1 million for a small number of clients. Client relationships are governed by written investment management agreements and periodic account reviews to align portfolios with each client’s objectives and risk tolerance.

The firm implements an actively managed Paradox Global Long‑Short strategy focused on global small‑cap equities, combining quantitative screens on quality, value, and momentum with bottom‑up fundamental research to identify long and short candidates. Portfolios employ both long and short positions and may use derivatives such as options and currency hedges to manage risk, with targeted gross and net exposure ranges and relatively small starting position sizes.

Distinctive aspects of the firm include its willingness to accept performance‑based compensation for qualified clients under arrangements that include hurdle and high‑water‑mark provisions, and its use of borrowing and derivatives within separately managed accounts—practices that are uncommon among independent advisers. As a solo practitioner with a compact client roster, the firm operates a concentrated long‑short small‑cap mandate and maintains formal compliance policies and controls intended to address conflicts from side‑by‑side management.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Factor investing / smart beta

Fee options

Percentage

$0+: 1.7% annually for non-qualified clients and qualified clients opting out of performance fees $0+: 0.5% annually plus up to 20% performance-based profit allocation for qualified clients opting into performance fees

Performance-based

Up to 20% of annual net realized and unrealized profits with a 4% hurdle rate and high water mark, for qualified clients who opt in

Other

Account minimum: $150,000 Fee-only: 1.7% annually for non-qualified clients; 1.7% annually for qualified clients without performance fees; 0.5% annually plus performance fees for qualified clients opting in

Main office location

Paradox investment Partners LLC

5000 Birch Street, Suite 3000

Newport Beach CA 92660, United States

Number of offices

2

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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