Investment adviser · CRD 114515
PARADIGM ADVISORS, LLC
Investment adviser filing (IA)
PARADIGM ADVISORS, L.L.C.
DALLAS, TX, United States · Form ADV filed Aug 31, 2026
- Regulatory AUM
- $136M Form ADV · Item 5.F
- Client accounts
- 372 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 41 | $117,871,707 | 86.6% |
| Individuals | 41 | $12,394,682 | 9.1% |
| Corporations & businesses | Fewer than 5 | $5,869,334 | 4.3% |
Filing source
Form ADV 2129987 · Aug 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PARADIGM INVESTORS OVERSEAS EQUITY FUND, LTD.Hedge Fund · Last reported Apr 26, 2013$77.9MGross asset value
Form D fundraising filings
PARADIGM INVESTORS OVERSEAS EQUITY FUND, LTD.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GOLDMAN, SACHS & CO.
SEC 8-129
MORGAN STANLEY & CO. LLC
SEC 8-15869
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
GOLDMAN, SACHS & CO.
CRD 361 · SEC 8-129
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740
Fund details & source
- Fund ID
- 805-8533518530
- Reported beneficial owners
- 16
- Minimum commitment
- $500K
- Form D file number
- 021-123488
Form ADV 733602 · Apr 26, 2013 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PARADIGM INVESTORS (QP), LPHedge Fund · Last reported May 21, 2014$22.9MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
MORGAN STANLEY & CO. LLC
SEC 8-15869
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
FRONTIER SOLUTIONS, LLC
CRD 136102 · SEC 8-66972
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740
Fund details & source
- Fund ID
- 805-2592597071
- Reported beneficial owners
- 7
- Minimum commitment
- $500K
- Form D file number
- 021-123487
Form ADV 825200 · May 21, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PARADIGM INVESTORS, LPHedge Fund · Last reported Jan 23, 2012$14MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GOLDMAN, SACHS & CO.
SEC 8-129
MORGAN STANLEY & CO. LLC
SEC 8-15869
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
GOLDMAN, SACHS & CO.
CRD 361 · SEC 8-129
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740
Fund details & source
- Fund ID
- 805-4177785784
- Reported beneficial owners
- 20
- Minimum commitment
- $500K
- Form D file number
- 021-59629
Form ADV 605141 · Jan 23, 2012 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PARADIGM ALPHA BLEND, LPHedge Fund · Last reported May 21, 2014$6.28MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
MORGAN STANLEY & CO. LLC
SEC 8-15869
FRONTIER SOLUTIONS, LLC
CRD 136102 · SEC 8-66972
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-8623148793
- Reported beneficial owners
- 9
- Minimum commitment
- $500K
- Form D file number
- 021-190179
Form ADV 825200 · May 21, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8201 PRESTON ROAD, SUITE 310DALLAS, TX, 75225, United States
CRD 114515
Filing source
Form ADV 2129987 · Aug 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.