Paradigm Funds Advisor LLC

Overview

Paradigm Funds Advisor LLC is an SEC-registered institutional registered investment adviser organized as an LLC and owned by an individual. Registered in 2005, the firm serves an institutional client base and bills on a percentage-of-AUM fee model. Its stated advisory activity centers on portfolio management for investment companies rather than direct retail wealth management. The firm maintains relationships and roles beyond pure advisory services: it is affiliated with a broker-dealer, identifies as an additional investment adviser in some capacities, and acts as sponsor, general partner, or managing member of pooled investment vehicles. Paradigm is not positioned as a capital allocator, does not market itself as an active ESG investor, is not set up as a multi-state adviser, and does not provide pension consulting services.

Assets & Accounts

Investments & Alternatives