PARADIGM CONSULTING, INC.

Overview

Paradigm Consulting, Inc. is a small, privately owned corporate advisory firm that registered with the SEC in 2007 and targets institutional clients. The firm combines advisory services with insurance brokerage capabilities and provides pension consulting as part of its advisory activities. Its fee model mixes percentage-of-AUM charges with fixed fees, reflecting a hybrid pricing approach for consulting and managed services. Investment activity is concentrated in publicly offered pooled products—primarily mutual funds/public funds—with the firm favoring model or delegated allocations rather than extensive direct security selection. Paradigm Consulting, Inc. is not positioned as an active ESG investor and is organized as a single-owner entity classified as “Unclassified” on filings. The relatively small discretionary footprint compared with non‑discretionary assets suggests many client relationships are consultative or advisory in nature, where client accounts remain under the client’s control.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices