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Paragon Private Wealth Management
Paragon Private Wealth Management LLC is an SEC-registered investment adviser in Lexington, KY, registered since 2021. The firm manages $458 million in assets,...
Paragon Private Wealth Management
Paragon Private Wealth Management LLC is an SEC-registered investment adviser in Lexington, KY, registered since 2021. The firm manages $458 million in assets, with $444 million on a discretionary basis. It has 6 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
Who runs investment decisions at Paragon Private Wealth Management?
Publicly available sources do not name specific principals or investment committee members at Paragon Private Wealth Management LLC. The firm is registered as a limited liability company, typical of RIA structures where ownership and decision-making reside with the managing members. Investors seeking this information should consult the firm's regulatory filings with the SEC or request it directly.
Is Paragon Private Wealth Management a single-family office or multi-family office?
Based on its name and registration as a registered investment advisor, Paragon Private Wealth Management LLC likely operates as a multi-family office, serving multiple wealthy families rather than a single source of capital. The lack of public information about its client base makes this classification inferential rather than confirmed.
How does Paragon Private Wealth Management source deal flow for clients?
The firm's sourcing methods are not publicly described. RIAs often rely on a mix of proprietary research, third-party fund platforms, and network referrals to identify investment opportunities. Without disclosed information, it is unclear whether Paragon leads direct deals, co-invests, or primarily allocates to external managers.
What investment stages does Paragon Private Wealth Management typically target?
No public information specifies the targeted investment stages for Paragon Private Wealth Management. As a wealth management RIA, the firm's focus is likely on liquid, publicly traded securities across growth and value stages, though private placements or alternative assets may be part of the mix if client mandates permit.
Does Paragon Private Wealth Management maintain philanthropic structures for clients?
There is no public evidence that Paragon Private Wealth Management LLC operates or administers philanthropic foundations or donor-advised funds for its clients. The firm's website and media coverage do not address charitable giving vehicles.
What is Paragon Private Wealth Management's known posture on co-investments alongside external GPs?
Paragon's stance on co-investments is not publicly documented. If the firm structures as a multi-family office, co-investment opportunities could arise for its clients, but no deals or partnerships have been reported in public sources.
Where does the underlying wealth come from for Paragon Private Wealth Management's clients?
The source of wealth for clients served by Paragon Private Wealth Management LLC is not disclosed. The firm's clientele is likely comprised of high-net-worth individuals from diverse backgrounds, consistent with the RIA industry's typical privacy conventions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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