Paradigm Institutional Investors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated May 15, 2025, reports $190M in regulatory assets under management, 2 employees, and 5 accounts.
Assets Under Management
$190M
Employees
2
Offices
--
Total Clients
5
Primary office
DALLAS, TX
100 CRESCENT COURT, SUITE 700, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCharitable represent 100.0% of total clients.
Top client categories% of clientsClients
1
Charitable
100.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$190Mas of May 15, 2025
Discretionary2.3%
$4M
2% of total RAUM2.3%
Non-discretionary97.7%
$185M
98% of total RAUM97.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$190M
Total Accounts5
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee3:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.