Paragon Capital Partners

What Paragon Capital Partners does

Paragon Capital Partners is a privately held boutique investment advisory firm operating as a registered broker-dealer and member of both FINRA and SIPC. The firm is domiciled as Paragon Capital Partners, LLC in New York and maintains its headquarters at 888 Seventh Avenue, Suite 1701 in Midtown Manhattan. Its core offering is the Strategic Insight Fund, a value-oriented investment vehicle that applies disciplined analysis to investment opportunities with particular emphasis on key strategic, financial, and valuation considerations, including M&A Value metrics assessed from both strategic and financial buyer perspectives.

The firm pursues a value-oriented investment philosophy underpinned by rigorous attention to intrinsic value drivers and strict ethical policies, including a commitment to avoid conflicts of interest in securities selection. Its customer orientation targets strategic and financial investors seeking disciplined, value-oriented investment opportunities. The firm's go-to-market approach is relationship-driven, relying on direct institutional sales and professional networks rather than extensive digital marketing, with a basic informational website serving as the primary public-facing channel.

Revenue mechanics are tied to investment management and advisory services, with the firm generating transaction-based fees and advisory commissions consistent with its broker-dealer status. The firm provides no publicly disclosed pricing, holds no disclosed patents or trademarks, and operates without disclosed subsidiaries, leadership team details, funding rounds, or named institutional customers. Evidence of technology infrastructure, headcount, or geographic footprint beyond the single New York office is absent from available sources, indicating a highly focused, low-public-profile boutique operation.

Name

Paragon Capital Partners

Legal name

Paragon Capital Partners, LLC

Website

https://paragoncp.com

Company type

Private

Operating status

Operating

Short description

Paragon Capital Partners is a privately held New York-based boutique investment advisory firm and FINRA/SIPC-registered broker-dealer offering the Strategic Insight Fund, a value-oriented investment vehicle targeting strategic and financial investors.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), All Other Financial Investment Activities (52399)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Investment management services
• Value-oriented investing
• Broker-dealer services
• Merger acquisition advisory
• Mutual fund management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Management Services: As a registered broker-dealer and member of FINRA and SIPC, Paragon Capital Partners generates revenue through investment management services, likely including transaction-based fees and advisory commissions related to their value-oriented investment approach focused on M&A opportunities.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Paragon Capital Partners operates as a registered broker-dealer and member of FINRA and SIPC, managing the Strategic Insight Fund. The firm applies a disciplined, value-oriented investment approach underpinned by rigorous analysis of strategic, financial, and valuation considerations, with particular focus on M&A Value metrics from the perspectives of potential strategic and financial buyers. It adheres to strict ethical policies and will not invest in securities where it has a conflict of interest.

Product overview

Paragon Capital Partners operates as a single-product investment firm offering the Strategic Insight Fund. The firm is structured as an investment management company with a disciplined, value-oriented investment approach. The Strategic Insight Fund serves as the core investment vehicle, applying rigorous analysis to evaluate investment opportunities with attention to M&A Value drivers and intrinsic value considerations for potential buyers.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Insight Fund

Segments1 record

Ideal customer profiles1 record

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 regulatory.

• FINRA (Financial Industry Regulatory Authority)core regulatoryOthersParagon Capital Partners is a member of FINRA, indicating registration as a broker-dealer and compliance with securities industry regulatory standards and requirements.
• SIPC (Securities Investor Protection Corporation)core regulatoryOthersParagon Capital Partners is a member of SIPC, providing investor protection coverage for securities held by the firm, demonstrating commitment to investor safeguards.

Scale indicators1 record

Recent moves3 records

Direct peers

• Tweedy, Browne Company: A long-tenured value-oriented investment manager running mutual funds (e.g., Tweedy Browne Global Value) with a disciplined, fundamental bottom-up approach. Highly comparable in philosophy to Paragon's Strategic Insight Fund, though at significantly greater scale and brand recognition.
• Third Avenue Management: A value-oriented investment firm with deep-value and credit strategies, focused on rigorous bottom-up fundamental analysis. Comparable to Paragon in its value investing DNA, though with a broader product set and longer track record.
• Ariel Investments: A value-oriented mutual fund firm (Ariel Fund, Ariel Focus, etc.) emphasizing disciplined fundamental analysis and long-term ownership. Closely mirrors Paragon's value discipline and single-firm boutique structure, with deeper portfolio manager branding.
• Southeastern Asset Management (Longleaf Partners): Operates the Longleaf Partners Funds with a value-oriented, owner-oriented approach and concentrated portfolios. Comparable to Paragon in its disciplined value philosophy and fund structure, though with a much longer performance history.

Broad incumbents

• ValueAct Capital: A large value-oriented activist investment firm applying fundamental analysis to identify undervalued companies, often with an M&A/strategic-buyer lens in mind. Philosophically aligned with Paragon's M&A-value framework but operating at vastly greater scale and with engagement-driven strategy.
• Houlihan Lokey: A global investment bank with deep M&A advisory and corporate finance capabilities, comparable to the M&A-value analytical lens Paragon emphasizes. Much larger and more diversified, but the closest large-cap analog for Paragon's M&A-value orientation.
• PJT Partners: A boutique advisory firm focused on strategic advisory, capital structure, and fundraising — closely aligned with the corporate finance and capital advisory dimensions of Paragon's M&A-value focus, though operating at institutional scale.
• Evercore: A leading independent advisory firm with strong M&A and capital markets advisory practices. The closest large-cap analog to Paragon's M&A-value-driven investment perspective, though with global scale and a public listing.
• Moelis & Company: A boutique global investment bank specializing in M&A advisory, capital structure, and capital raising. Comparable to Paragon in its boutique M&A orientation, though materially larger and more diversified across products.
• Lazard: A global financial advisory and asset management firm with deep M&A advisory expertise and value-oriented investment management. The strategic finance / M&A advisory arm mirrors Paragon's analytical orientation, while Lazard's asset management division parallels the Strategic Insight Fund.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/paragon-capital-partners-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Paragon Capital Partners