A complete list of active advisors currently associated with Paradox investment Partners LLC

Warmer can help you find a great advisor at Paradox investment Partners LLC or one who fits your needs even better.

Paradox Investment Partners is a single-advisor registered investment adviser that provides discretionary investment management to individual and high‑net‑worth clients through separately managed accounts, managing approximately $8.1 million for a small number of clients. Client relationships are governed by written investment management agreements and periodic account reviews to align portfolios with each client’s objectives and risk tolerance. The firm implements an actively managed Paradox Global Long‑Short strategy focused on global small‑cap equities, combining quantitative screens on quality, value, and momentum with bottom‑up fundamental research to identify long and short candidates. Portfolios employ both long and short positions and may use derivatives such as options and currency hedges to manage risk, with targeted gross and net exposure ranges and relatively small starting position sizes. Distinctive aspects of the firm include its willingness to accept performance‑based compensation for qualified clients under arrangements that include hurdle and high‑water‑mark provisions, and its use of borrowing and derivatives within separately managed accounts—practices that are uncommon among independent advisers. As a solo practitioner with a compact client roster, the firm operates a concentrated long‑short small‑cap mandate and maintains formal compliance policies and controls intended to address conflicts from side‑by‑side management.

To learn more about the advisors currently working at Paradox investment Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Nicholas Monterrosa	Newport Beach, CA	6

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support