Paragon Capital Management

What Paragon Capital Management does

Paragon Capital Management Singapore Pte. Ltd. is an independent, fee-only wealth and fund management firm incorporated in Singapore in September 2017, holding a Capital Markets Services (CMS) License from the Monetary Authority of Singapore (MAS). The firm offers five core services — discretionary Portfolio Management, Fund Management, Private Equity and Corporate Advisory, Investment Advisory, and Family Succession Advisory — delivered through five funds organized as sub-funds of the Paragon Alpha VCC vehicle: Paragon Alpha I (open-ended absolute return multi-asset), Paragon Income I (fixed income), Paragon SAGE Fund (systematic global equity, launched December 2021), Paragon Ventures I (early-stage sector-agnostic venture capital), and the GREAT Fund (global real estate). The investment universe spans public securities (equities, fixed income, FX, commodities, structured products) and private investments across developed markets in Asia, North America, Oceania, and Europe.

The firm serves accredited and institutional investors across three primary personas: high-net-worth individuals seeking discretionary hands-off portfolio management, family offices requiring intergenerational wealth planning and private market access, and institutional investors accessing institutional tranches of the firm's fund products. Revenue is generated through AUM-based management and advisory fees under a fee-only model with no product commissions, aligned to client outcomes.

The firm operates from a Singapore headquarters at Guoco Tower, maintains a Hong Kong network presence via paragoncapital.hk under SFC Type 4 and Type 9 licenses, and is led by co-founder Paul Lee (CEO/CIO) and Irene Ng (COO and Compliance/Risk Officer), supported by a team of approximately 23 named professionals across investment, operations, and client service functions. Distribution is executed through a direct advisory model complemented by an advisor recruitment platform, partnerships with banks, EAMs and family offices, and a dedicated Chief Commercial Officer-led business development function. Marketing channels include LinkedIn, YouTube, email newsletters, industry event participation (including the Citywire Independent Wealth Symposium), and earned media coverage in outlets such as Citywire Asia.

Name

Paragon Capital Management

Legal name

Paragon Capital Management Singapore Pte. Ltd.

Website

https://paragoncapital.sg

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Paragon Capital Management is a Singapore-based independent, fee-only wealth and fund manager serving accredited HNWIs, family offices, and institutional investors across Asia via five funds and discretionary portfolio, private equity, and family succession advisory services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• Wealth management services
• Discretionary portfolio management
• Fund management
• Investment advisory
• Family office services

Headquarters

HQ city

Singapore

HQ country

Singapore

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Asset Management and Advisory Fees: Paragon Capital Management generates revenue primarily through fee-based arrangements tied to assets under management (AUM). The firm operates a fee-only model that charges based on AUM, eliminating product commissions and ensuring alignment of interests between the firm and clients. The company offers discretionary portfolio management, fund management, investment advisory, and family succession advisory services, with fees structured around the value of client assets managed or advised upon.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Paragon Capital Management is an independent, fee-only wealth and fund management firm based in Singapore that offers discretionary portfolio management, fund management, investment advisory, private equity and corporate advisory, and family succession advisory services. The firm manages five distinct investment funds (Paragon Alpha I, Paragon Ventures I, Paragon Income I, Paragon SAGE Fund, and GREAT Fund) covering absolute return, venture capital, fixed income, global equity, and real estate strategies for accredited and institutional investors.

Product overview

Paragon Capital Management offers a comprehensive suite of wealth management and fund management products and services for accredited and institutional investors. The core offering consists of five distinct investment funds: Paragon Alpha I (absolute return multi-asset fund), Paragon Ventures I (early-stage venture capital), Paragon Income I (fixed income fund), Paragon SAGE Fund (global equity fund), and GREAT Fund (global real estate fund). These are complemented by five advisory and management services: Portfolio Management, Fund Management, Private Equity & Corporate Advisory, Investment Advisory, and Family Succession Advisory. The firm operates under a Capital Markets Services (CMS) License from MAS and serves clients through its Singapore office.

Differentiator

Problem solved

Functional benefit

Brands

• Paragon Alpha I: An open-ended absolute return oriented fund that seeks positive performance in all market conditions over the longer term.
• Paragon Ventures I
• Paragon Income I
• Paragon SAGE Fund
• GREAT Fund

Products and services

• Discretionary Portfolio Management Customised discretionary portfolio management services for accredited investors, providing a professional, hands-off approach with strategies aligned to long-term financial objectives and risk profiles.
• Fund Management Dynamic fund management services that align investment strategies with each client's unique risk appetite, time horizon, asset allocation, and return expectations, delivered through the firm's managed fund range.
• Private Equity & Corporate Advisory Sourcing and evaluating high-quality private market opportunities to enhance client portfolios, with a focus on early-stage businesses, strategic partnerships, and prudent capital deployment.
• Investment Advisory A comprehensive suite of investment products, solutions, and complementary advisory services designed to help clients achieve their investment goals through unbiased, objective recommendations.
• Family Succession Advisory Holistic, intergenerational wealth planning service that safeguards legacy, governance, and financial aspirations of family clients through a structured, values-aligned approach.
• Paragon Alpha I An open-ended absolute return-oriented fund, sub-fund of Paragon Alpha VCC, that seeks positive performance across varying market conditions by investing in global equities, fixed income, FX, commodities, and fund of funds with long/short flexibility.
• Paragon Ventures I An early-stage, sector-agnostic venture capital fund that backs subject-matter-expert founders building impactful, scalable businesses, with commitments to environmental sustainability.
• Paragon Income I A fixed income-oriented fund, sub-fund of Paragon Alpha VCC, offering investors a resilient, diversified portfolio focused on steady coupon carry and capital stability across bonds, CDs, structured products, ETFs, equities, and money market instruments.
• Paragon SAGE Fund A sector-agnostic global equity fund (Paragon Systematic Advantage Global Equity) launched in December 2021, seeking long-term capital appreciation by investing in quality companies with durable competitive advantages through systematic portfolio management with tactical cash adjustments.
• GREAT Fund The Global Real Estate Alternative & Tactical Fund is a balanced, diversified real estate fund providing accredited investors with direct access to institutional-quality properties in developed markets (Australia, Hong Kong SAR, United Kingdom, United States) across residential, industrial, healthcare, logistics, and hospitality sectors.

Quantifiable outcome

• Paragon Alpha I declined 5.41% in Q1 2026 during market sell-off, then recorded a strong gain of 9.94% for April 2026 as markets recovered, demonstrating the firm's discipline of staying invested and adding to quality positions during volatility.
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Operational Infrastructure Partners (Legal, Compliance, Accounting, IT)coreOthersParagon Capital Management's investment decisions are supported by a robust ecosystem of operational infrastructure partners in legal, compliance, accounting, and IT services. These partners enable the firm to execute rigorous due diligence, maintain regulatory integrity, and uphold high standards of operational efficiency and data security.
• Fund Service Providers (Trustees, Custodians, Fund Administrators, Transfer Agents)coreOthersThe firm works with third-party service providers including trustees, custodians, fund administrators, and transfer agents to support its fund management operations and deliver investor requirements efficiently and responsibly.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Carret Private: Singapore-based independent wealth manager offering bespoke portfolio management, fund solutions, and advisory to HNW and family-office clients. Direct comparable on independent positioning, MAS licensing, multi-asset mandate scope, and Asian HNW target segment.
• Raffles Family Office: Singapore-based multi-family office providing investment advisory, portfolio management, and succession planning to HNW families across Asia. Comparable to Paragon in the family-office segment, MAS regulatory standing, and emphasis on cross-border wealth structuring.
• BlueOcean Wealth: Singapore independent wealth advisory firm offering discretionary portfolio management, fund advisory, and family-office services to HNW clients. Directly comparable to Paragon on independent positioning, MAS-regulated activity, fee-based revenue, and Singapore-centric HNW target market.
• AL Wealth Partners: Singapore-based independent wealth manager and External Asset Manager (EAM) serving HNW individuals and family offices with discretionary portfolio management and multi-asset advisory. Direct competitor to Paragon in the independent Singapore wealth space with overlapping fee-only model and MAS licensing.
• Arta Wealth Management: Singapore-headquartered EAM platform serving HNW clients with discretionary and advisory mandates across public and private markets. Closely mirrors Paragon's independent, fee-based, MAS-licensed EAM business model with similar client concentration in Asian family capital.

Broad incumbents

• Julius Baer: Swiss-listed pure-play wealth manager with a major Asia footprint focused on HNW and UHNW clients. Comparable as a global incumbent whose Asia HNW target segment, discretionary mandates, and family-office services overlap with Paragon's offering at much greater scale.
• DBS Wealth Management: Singapore flagship bank's wealth division offering discretionary portfolio management, advisory, and family-office services across Asia. Comparable as the dominant local incumbent whose HNW and family-office franchise competes head-on with independent EAMs like Paragon.
• LGT Wealth Advisors: Private banking and wealth management group owned by the Liechtenstein princely family, with significant Asia presence including Singapore. Comparable as a broad incumbent competing for ultra-HNW and family-office clients through discretionary mandates and cross-border wealth structuring.
• Indosuez Wealth Management: Wealth-management arm of Crédit Agricole CIB focused on HNW and family-office clients across Asia, including a substantial Singapore hub. Comparable as a much larger incumbent competing for the same regional HNW and family-office mandates Paragon targets.

Emerging players

• Endowus: Singapore-headquartered digital wealth platform offering fee-only advisory, portfolio management, and private-market access to HNW and mass-affluent clients. Comparable to Paragon in fee-only philosophy and MAS-regulated activity, but differentiated by technology-led delivery and broader mass-affluent reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@paragoncapitalmanagement
• Facebookfacebook.com/share/16uXVPwbJN/?mibextid=wwXIfr
• LinkedInlinkedin.com/company/paragon-capital-management-singapore-private-limited
• Instagraminstagram.com/paragoncapitalgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Paragon Capital Management