NEW PARAGON, LLC
CRD #110039 SEC #801-54375 SHAKER HEIGHTS, OH 216-491-3990
SEC Registered
Total AUM
$1B
Discretionary
$501.8M
Employees
25
Clients
51
Accounts
83
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $1B | $501.8M | $503.1M | 25 | 5 |
| Jun 2024 | $1B | $501.8M | $503.1M | 25 | 5 |
| Jun 2024 | $1B | $501.8M | $503.1M | 25 | 5 |
| May 2024 | $1B | $501.8M | $503.1M | 25 | 5 |
| Mar 2024 | $1B | $501.8M | $503.1M | 25 | 5 |
| Mar 2023 | $930M | $491.4M | $438.6M | 25 | 6 |
| Feb 2023 | $1B | $566.6M | $434.2M | 25 | 8 |
| Sep 2022 | $1B | $566.6M | $434.2M | 25 | 8 |
| Mar 2022 | $1B | $566.6M | $434.2M | 25 | 8 |
| Mar 2021 | $925.5M | $534.5M | $391M | 25 | 3 |
| Jun 2020 | $945.2M | $577.6M | $367.6M | 25 | 2 |
| Mar 2020 | $945.2M | $577.6M | $367.6M | 25 | 2 |
| Mar 2019 | $618M | $309M | $309M | 25 | 2 |
| Aug 2018 | $546M | $250M | $296M | 25 | 4 |
| Mar 2018 | $546M | $250M | $296M | 25 | 4 |
| Mar 2017 | $417M | $181M | $236M | 25 | 26 |
| Apr 2016 | $403M | $154M | $249M | 25 | 26 |
| Mar 2016 | $403M | $154M | $249M | 25 | 26 |
| Jun 2015 | $509M | $164M | $345M | 25 | 26 |
| Mar 2015 | $509M | $164M | $345M | 25 | 26 |
| Mar 2014 | $509.2M | $141.3M | $367.9M | 25 | 26 |
| Mar 2014 | $597.4M | $49.9M | $547.5M | 30 | 26 |
| Mar 2013 | $597.4M | $49.9M | $547.5M | 30 | 26 |
| Mar 2012 | $532.2M | $47.9M | $484.3M | 11 | 26 |
| Dec 2011 | $479.9M | $51.4M | $428.5M | 11 | 26 |
| May 2011 | $479.9M | $51.4M | $428.5M | -- | -- |
| Apr 2011 | $479.9M | $51.4M | $428.5M | -- | -- |
| Mar 2011 | $479.9M | $51.4M | $428.5M | -- | -- |
| Oct 2009 | $432.7M | $84.1M | $348.6M | -- | -- |
| Mar 2008 | $356.3M | $56.3M | $300M | -- | -- |
| Jan 2008 | $224.5M | $45M | $179.5M | -- | -- |
| Mar 2007 | $224.5M | $45M | $179.5M | -- | -- |
| Mar 2006 | $185M | $44M | $141M | -- | -- |
| Apr 2002 | $115.2M | $74.7M | $40.5M | -- | -- |
DateJul 2024
Total AUM$1B
Discretionary$501.8M
Non-Disc.$503.1M
Employees25
Clients5
DateJun 2024
Total AUM$1B
Discretionary$501.8M
Non-Disc.$503.1M
Employees25
Clients5
DateJun 2024
Total AUM$1B
Discretionary$501.8M
Non-Disc.$503.1M
Employees25
Clients5
DateMay 2024
Total AUM$1B
Discretionary$501.8M
Non-Disc.$503.1M
Employees25
Clients5
DateMar 2024
Total AUM$1B
Discretionary$501.8M
Non-Disc.$503.1M
Employees25
Clients5
DateMar 2023
Total AUM$930M
Discretionary$491.4M
Non-Disc.$438.6M
Employees25
Clients6
DateFeb 2023
Total AUM$1B
Discretionary$566.6M
Non-Disc.$434.2M
Employees25
Clients8
DateSep 2022
Total AUM$1B
Discretionary$566.6M
Non-Disc.$434.2M
Employees25
Clients8
DateMar 2022
Total AUM$1B
Discretionary$566.6M
Non-Disc.$434.2M
Employees25
Clients8
DateMar 2021
Total AUM$925.5M
Discretionary$534.5M
Non-Disc.$391M
Employees25
Clients3
DateJun 2020
Total AUM$945.2M
Discretionary$577.6M
Non-Disc.$367.6M
Employees25
Clients2
DateMar 2020
Total AUM$945.2M
Discretionary$577.6M
Non-Disc.$367.6M
Employees25
Clients2
DateMar 2019
Total AUM$618M
Discretionary$309M
Non-Disc.$309M
Employees25
Clients2
DateAug 2018
Total AUM$546M
Discretionary$250M
Non-Disc.$296M
Employees25
Clients4
DateMar 2018
Total AUM$546M
Discretionary$250M
Non-Disc.$296M
Employees25
Clients4
DateMar 2017
Total AUM$417M
Discretionary$181M
Non-Disc.$236M
Employees25
Clients26
DateApr 2016
Total AUM$403M
Discretionary$154M
Non-Disc.$249M
Employees25
Clients26
DateMar 2016
Total AUM$403M
Discretionary$154M
Non-Disc.$249M
Employees25
Clients26
DateJun 2015
Total AUM$509M
Discretionary$164M
Non-Disc.$345M
Employees25
Clients26
DateMar 2015
Total AUM$509M
Discretionary$164M
Non-Disc.$345M
Employees25
Clients26
DateMar 2014
Total AUM$509.2M
Discretionary$141.3M
Non-Disc.$367.9M
Employees25
Clients26
DateMar 2014
Total AUM$597.4M
Discretionary$49.9M
Non-Disc.$547.5M
Employees30
Clients26
DateMar 2013
Total AUM$597.4M
Discretionary$49.9M
Non-Disc.$547.5M
Employees30
Clients26
DateMar 2012
Total AUM$532.2M
Discretionary$47.9M
Non-Disc.$484.3M
Employees11
Clients26
DateDec 2011
Total AUM$479.9M
Discretionary$51.4M
Non-Disc.$428.5M
Employees11
Clients26
DateMay 2011
Total AUM$479.9M
Discretionary$51.4M
Non-Disc.$428.5M
Employees--
Clients--
DateApr 2011
Total AUM$479.9M
Discretionary$51.4M
Non-Disc.$428.5M
Employees--
Clients--
DateMar 2011
Total AUM$479.9M
Discretionary$51.4M
Non-Disc.$428.5M
Employees--
Clients--
DateOct 2009
Total AUM$432.7M
Discretionary$84.1M
Non-Disc.$348.6M
Employees--
Clients--
DateMar 2008
Total AUM$356.3M
Discretionary$56.3M
Non-Disc.$300M
Employees--
Clients--
DateJan 2008
Total AUM$224.5M
Discretionary$45M
Non-Disc.$179.5M
Employees--
Clients--
DateMar 2007
Total AUM$224.5M
Discretionary$45M
Non-Disc.$179.5M
Employees--
Clients--
DateMar 2006
Total AUM$185M
Discretionary$44M
Non-Disc.$141M
Employees--
Clients--
DateApr 2002
Total AUM$115.2M
Discretionary$74.7M
Non-Disc.$40.5M
Employees--
Clients--