| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Paragon Income Fund, L.P. | Other Private | $9.9M | $200K |
| Paragon Private Strategies Fund, L.P. | Private Equity | $2.5M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| David Allen Young Control | President | Under 5% | 1993 |
| Forever Young Trust Ua 92421 Control | Shareholder | Over 75% | 2021 |
| Nathan Dale White Control | Chief Compliance Officer/Chief Investment Officer | Under 5% | 2006 |
Paragon Capital Management Inc reports $156.9 million in regulatory assets under management on its Form ADV.
Paragon Capital Management Inc manages 2 private funds with combined gross assets of $12.4 million.
Paragon Capital Management Inc reports 5 employees.
Paragon Capital Management Inc is based in Provo, UT and has been SEC-registered since 1993.
Paragon Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3651 North 100 East, Suite 275, Provo, UT 84604-4557 |
| Phone | 801-375-2500 |
| Fax | 801-370-1111 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2038506 |
| Discloses disciplinary history | No |
| Discretionary | $147.8M |
| Non-discretionary | $9.1M |
| Total (RAUM) | $156.9M |