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Paxion Partners LP (Menlo Park)


Paxion Partners LP is a large advisory firm based in Menlo Park. It manages $882.3 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

Paxion Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Paxion Partners: assets under management

The assets under management (AUM) of Paxion Partners LP is $882.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 149% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $882.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $882.3 million each.
Paxion Partners has custody of $739.59 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Paxion Partners LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
James Alan Davidson Member 1 May 2014 25% - 50% 2069721

Based in Menlo Park

The principal office where Paxion Partners LP performs its advisory services is located at 2494 Sand Hill Road, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-446-7850. The normal business hours are 8 am - 6 pm on Monday - Friday.


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