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Building 2PARADIGM INSTITUTIONAL INVESTORS

Map pinDALLAS, TX
Phone216-505-0835
NotebookSEC #801-131658
Total AUM
$189.5M
Employees
2
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 CRESCENT COURT
SUITE 700
DALLAS
TX 75201
United States
Operating Hours
7:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
216-505-0835

ReceiptFinancials

Total AUM
$189.5M
Accounts
5
Discretionary
$4.3M
Accounts
4
Non-Discretionary
$185.3M
Accounts
1

ContactClients

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Charitable Organization Clients
5
AUM
$189.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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