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 profile photo Nicholas Monterrosa
Newport Beach, CA
6
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