DFX Intelligence
Data Factory
Reading the graph
Reading the graph
managed by Paragon Wealth Management
DE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Report year | Filed | ADV fund type | GAV | Owners |
|---|---|---|---|---|
| 2024 | Mar 26, 2024 | Other Private Fund | $11.3M | 12 |
| 2023 | Nov 17, 2023 | Other Private Fund | $12.0M | 12 |
| 2022 | Mar 23, 2022 | Other Private Fund | $13.0M | 13 |
| 2021 | Mar 25, 2021 | Other Private Fund | $12.9M | 14 |
| 2020 | Jun 15, 2020 | Other Private Fund | $12.8M | 14 |
| 2019 | Mar 15, 2019 | Other Private Fund | $7.5M | 11 |
| 2018 | May 16, 2018 | Other Private Fund | $6.2M | 11 |