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Paul Hegener

17 Years of Experience
Newport Beach, CA

Paul Hegener is a registered investment advisor at Asterozoa Management, based in Newport Beach, CA, with 17 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$116.8M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

220 Newport Center Dr, Suite 11-502, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul is a managing member of Veraison Biofund GP, LLC and Veraison Capital Management, LLC, both focused on biotechnology investments. He is also a part-owner of Safer Sports, Inc. and the Chief Risk Officer for Asterozoa Management, dedicating a significant amount of time to this role.

Employment History
Current Registrations
Asterozoa Management
July 2023 - Present · 2 yrs 10 mos
Veraison Asset Management, LLC
February 2009 - Present · 17 yrs 3 mos
State Registrations2 states
AZCA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Paul Hegener - Financial Advisor | TrueAdvisor