Paragon Investing, LLC
Paragon Investing, LLC is an SEC-registered mass-market adviser with $138.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Paragon Investing, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310897, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $138.2M (2026-05-21)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 179
- CRD
- 310897
- Ownership
- CARENDER, JONATHAN, EDWARD; DBP VENTURES, LLC; BLYSTONE, BART; WANGLER, COREY, WILLARD; ELLIOTT, DANIEL
How much AUM does Paragon Investing, LLC have?
Paragon Investing, LLC reported $138.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Paragon Investing, LLC?
Disclosed owners and executives of Paragon Investing, LLC include CARENDER, JONATHAN, EDWARD, DBP VENTURES, LLC, BLYSTONE, BART, WANGLER, COREY, WILLARD, ELLIOTT, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.