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PARADIGM GLOBAL INVESTORS

DALLAS, TX · CRD 338287 · IAPD ↗ · paradigmglobalinvestors.com · 774-836-6011

$3.03BRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

80
April 2026 — PARADIGM GLOBAL INVESTORS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
95
January 2026 — PARADIGM GLOBAL INVESTORS (DALLAS, TX) is newly SEC-registered with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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