PAXION PARTNERS LP

MENLO PARK, California·3 registered advisors·CRD# 270025
SEC# 801-104474650-446-7850
01

Firm Overview

AUM
$882M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at PAXION PARTNERS LP

3 registered advisors
Ian Duncan Robertson
MENLO PARK, California
Jared Bowen Black
MENLO PARK, California
Zachary Wade Hulsey
MENLO PARK, California
05

Office Locations

MENLO PARK, California
3 advisors

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Data sourced from SEC Form ADV filings. PAXION PARTNERS LP (CRD# 270025) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.