Paradox investment Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,126,279
Clients
12
58% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage 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
$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
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
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
Paradox investment Partners LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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