PARADOX INVESTMENT PARTNERS LLC

Overview

Paradox Investment Partners LLC is a small, privately owned investment adviser organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm’s client base is concentrated on individual and family clients rather than institutional mandates. Fee arrangements include a standard percentage-of-AUM schedule alongside performance-based fees, which suggests the firm at times structures incentive-aligned mandates for clients seeking results-linked compensation. Investment activity centers on public equities, with a clear preference for exchange-traded instruments. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser. Business activity is narrow in scope: discretionary portfolio management for a limited number of clients rather than broad capital allocation or pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices