Investment adviser · CRD 329115
PARADIGM INSTITUTIONAL INVESTORS
Investment adviser filing (IA)
PARADIGM INSTITUTIONAL INVESTORS LLC
DALLAS, TX, United States · Form ADV filed May 15, 2025
- Regulatory AUM
- $190M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Charities | 5 | $189,521,497 | 100.0% |
Filing source
Form ADV 1989619 · May 15, 2025 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 15, 2025. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
100 CRESCENT COURT, SUITE 700DALLAS, TX, 75201, United States
CRD 329115
Filing source
Form ADV 1989619 · May 15, 2025 · 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.