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Nicholas Monterrosa

Paradox Investment Partners LLC

Newport Beach, CA

CRD 7228367

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Employer firm

Paradox Investment Partners LLC CRD 307439

$8.13M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Paradox Investment Partners Llc

5000 Birch Street Suite 3000, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-28
  • CA RA
    APPROVED
    Since 2025-03-28

Branch Locations

5000 Birch Street Suite 3000, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paradox Investment Partners Llc Pleasanton CA 09/2019 Present
The Cypress Funds Llc Los Angeles CA 03/2015 08/2019
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
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