SIDOXIA CAPITAL MANAGEMENT, LLC
  • SIDOXIA CAPITAL MANAGEMENT, LLC
  • PARAGON FINANCIAL MANAGEMENT

Adviser Profile

As of Date 06/09/2026
Registration SEC, Approved, 07/23/2025
Other registrations (3)
Former registrations

SIDOXIA CAPITAL MANAGEMENT, LLC

ADV Location NEWPORT BEACH, CA, United States
Contact Info 949 xxxxxxx
Websites
AUM* 149,045,501 18%
of that, discretionary 149,045,501 18%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 941,743 18%
Avg Account Size 554,072 -3%
% High Net Worth 41.67% -12%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

149M 128M 106M 85M 64M 43M 21M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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