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PARAGON OUTCOMES MANAGEMENT LLC

NEW YORK, NY · CRD 156403 · IAPD ↗ · paragonoutcomes.com · 646-619-8700

$218.4MRegulatory AUM
3Advisory reps
3Employees
1Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — PARAGON OUTCOMES MANAGEMENT LLC (NEW YORK, NY) left the SEC roster (was $218.4M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.