Paragon Capital Management Inc
● SEC registered since 1993CRD 105962SEC# 801-45326Provo, UT
Ranks #5,432 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$153.4M
Fund GAV
$11M
Private funds
2
Employees
5
Accounts
451
Location
Provo, UT
Paragon Capital Management Inc assets under management
Paragon Capital Management Inc operates as an SEC-registered investment adviser based in Provo, UT. The firm has been registered since 1993. It reports $153.4 million in regulatory assets under management and employs 5 people. Paragon Capital Management Inc manages 2 private funds with combined gross assets of $11 million, including Paragon Income Fund, L.P. By regulatory assets, it ranks 5,432 of 6,004 private fund managers.
Paragon Capital Management Inc private funds
2 funds · $11M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Paragon Income Fund, L.P. | Other Private | $8.6M | $200K |
| Paragon Private Strategies Fund, L.P. | Private Equity | $2.4M | $250K |
Paragon Capital Management Inc owners & executives
4 reported| 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 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Paragon Capital Management Inc manage?
Paragon Capital Management Inc reports $153.4 million in regulatory assets under management on its Form ADV.
How many private funds does Paragon Capital Management Inc manage?
Paragon Capital Management Inc manages 2 private funds with combined gross assets of $11 million.
How many employees does Paragon Capital Management Inc have?
Paragon Capital Management Inc reports 5 employees.
Where is Paragon Capital Management Inc located?
Paragon Capital Management Inc is based in Provo, UT and has been SEC-registered since 1993.
Does Paragon Capital Management Inc disclose fund performance?
Paragon Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$153.4M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
AUM vs fund managersTop 90%
Larger than 10% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$153.4Mregulatory AUM
Discretionary $146MNon-discretionary $7.4M
Fund type mix
Private Equity1
Other Private1
Service providers
Auditor
Custodian