Bank / Wealth / TrustRIA · CRD 301474SEC-Registered

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Pariax Private Wealth Management

Pariax Private Wealth Management is an SEC-registered investment adviser in Newport Beach, CA, registered since 2020. The firm manages $115 million in...

Pariax Private Wealth Management logo

Pariax Private Wealth Management

Pariax Private Wealth Management is an SEC-registered investment adviser in Newport Beach, CA, registered since 2020. The firm manages $115 million in regulatory assets. It has 3 employees and 1 investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Newport Beach

Corporate office

Newport Beach, CA, United States

Sector focus

Venture Capital

Frequently asked questions

Is Pariax Private Wealth Management a venture capital firm or a wealth manager?

Its regulatory classification and public posture place it in the wealth management category, but its disclosed strategy centers exclusively on venture capital. This hybrid model means the firm likely constructs venture portfolios — through direct deals, fund commitments, or both — within the wrappers of managed client accounts rather than operating as a traditional closed-end GP.

Who makes investment decisions at Pariax Private Wealth Management?

Pariax does not publicly name its principals, investment committee members, or key decision-makers. No LinkedIn presence, website biography, or industry publication profile for the firm's leadership has been verified as of the most recent review date.

Does Pariax disclose its assets under management?

No public AUM figure is available. The firm has not published a dollar amount in regulatory filings, press releases, or industry databases. Without a named source or official confirmation, the size of its advisory book remains undisclosed.

What investment stages does Pariax Private Wealth Management target?

The firm tags its strategy broadly as venture capital without specifying a stage focus. It is likely the portfolio spans early-stage, growth-stage, and possibly late-stage venture, given the generalist mandate described in public records, but no granular allocation data confirms a specific stage concentration.

How does Pariax source venture capital deal flow for its clients?

No sourcing model is detailed in available public information. The firm may rely on manager relationships for fund commitments and proprietary networks for direct co-investments, but the specific origination process — and any structural advantages it might claim — remain unverified.

Profile maintained by 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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