Form D · Other Investment Fund

Paragon Income Fund, L.P.

Provo, UT · CIK 0001700970

Offering snapshot reported Oct 15, 2018 · SEC filing

Reported sold
$6.26M
Indefinite offering
Investors reported
11
Form D · investor count
Minimum accepted
$200K
Reported outside-investor minimum
First sale
Oct 1, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 15, 2018Initial$6,260,211No comparison11SEC filing
May 7, 2018Amendment$6,239,052No comparison11SEC filing
Mar 23, 2017InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-323589
Target of $25,000,000 inclusive of prior raise, but is unlimited.

Source: Form D, filed Oct 15, 2018. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PARAGON INCOME FUND, L.P.

Investment adviser: PARAGON CAPITAL MANAGEMENT INC

Gross asset value
$8.62M
Beneficial owners
12
ADV minimum commitment
$200K

Reported in Form ADV on Mar 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor TANNER LLP SALT LAKE CITY, Utah, United States
Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No
Custodian J.P. MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

TANNER LLP
PCAOB 270

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2074354 · Mar 18, 2026 · Schedule D 7.B.(1), fund 805-3283756466

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
. Paragon Income I Gp, Llc Executive
David Paragon Income I Gp, Llc Executive
Nathan White Executive
David Young Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3651 N 100 E #275
Provo, UT, 84604