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PARADIGM INVESTMENT MANAGEMENT

MIAMI, FL · CRD 174058 · IAPD ↗ · paradigmpcm.com · 7868713411

$725.2MRegulatory AUM
2Advisory reps
3Employees
2Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

48
April 2026 — PARADIGM PARTNERS CAPITAL MANAGEMENT is now doing business as PARADIGM INVESTMENT MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
April 2025 — PARADIGM PARTNERS CAPITAL MANAGEMENT reported RAUM up 25% ($548.0M -> $687.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — PARADIGM PARTNERS CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($443.0M -> $548.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.