BI
CFA
BI
CFA

Bradbury Dyer

13 Years of Experience
Dallas, TX

Bradbury Dyer is a CFA-designated registered investment advisor at Paragon Jv Partners, LLC, based in Dallas, TX, with 13 years of industry experience. Bradbury operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $140M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$144.7M average
Assets Under Management
$144.7M

Fee Structure

Investment management only (planning not offered)

Paragon JV Partners manages investments for a single client, a pooled investment vehicle. They receive a fixed dollar amount management fee and a performance allocation of up to 20% of the net capital appreciation when a 5% threshold is met.

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Location

500 Crescent Court, Ste 260, Dallas, TX, 75201

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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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Employment History
Current Registrations
Paragon Jv Partners, LLC
May 2012 - Present · 14 yrs
State Registrations1 state
TX
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.
Bradbury Dyer - Financial Advisor | TrueAdvisor