Paradigm Investment Management
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 174058
- Registered since
- January 8, 2015
- Website
- paradigmpcm.com
- Custodians
- INTERACTIVE BROKERS LLC, CREAND SECURITIES
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies48.26%
- Pooled Investment Vehicles27.58%
- Banking / Thrift Institutions24.16%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Paradigm Investment Management is a limited liability company registered with the SEC in 2015 that operates as an institutional registered investment adviser. The firm advises institutional clients and manages portfolios for pooled investment vehicles as well as for businesses and institutions. Its compensation framework combines a percentage-of-assets-under-management fee with performance-based fees. Paradigm presents itself as a financial product salesperson in its business activities and does not position itself as a capital allocator or pension consultant. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities15%
- Investment Grade Corp Bonds15%
- Non-Investment Grade Corp Bonds10%
Contacts
1 of 1
John Salas
FounderCRD 2805792
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 333 Se 2nd Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Saaga
RIAMiami, FL
Lafise Global Advisors LLC
RIAMiami, FL
ICV Partners, LLC
RIAMiami, FL
Brainvest Wealth Management LLC
RIAMiami, FL
Artia Global Partners LP
RIAMiami, FL
XP Advisory US, Inc.
RIAMiami, FL