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 privately owned LLC that registered with the SEC in 2015 and operates as an institutional adviser focused on portfolio management for pooled investment vehicles and for businesses or institutions. The firm charges both a percentage of assets under management and performance-based fees, a structure that aligns with managers who run pooled vehicles or strategies with incentive compensation. Paradigm does not position itself as an ESG-driven manager and is not structured as a multi-state or pension consultant adviser. Its regulatory classification is unclassified and its stated business activity includes other financial product sales. Investment activity centers on institutional allocations across public funds and pooled strategies, with meaningful exposure to alternative strategies. The firm’s profile — small number of clients, substantial average client size, and the presence of performance fees — points to concentrated institutional relationships and a manager-led approach to portfolio construction rather than a retail RIA model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1JOHN 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
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