PARADIGM GLOBAL INVESTORS

RIASEC RegisteredEst. 2025
Total AUM
$3B
Discretionary
$9.2M
0% of AUM
Avg account
$606M
Accounts
5
Employees
4
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
338287
Registered since
December 3, 2025
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Other Investment Advisers93.54%
  • Charitable Organizations6.46%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Paradigm Global Investors is a limited liability company that operates as a capital allocator and registered investment adviser. The firm’s advisory services emphasize portfolio management and financial planning across individuals, small businesses, and institutions, and it also performs selection of other advisers. It is not an active ESG investor and is not designated as a multi-state adviser. Fee arrangements include percentage-of-AUM pricing, fixed fees and other fee structures. Investment activity shows a pronounced equity orientation. The firm’s stated preference is equities, with the bulk of its managed assets placed in exchange-traded equities. Paradigm Global Investors also engages with third-party alternative managers across multiple strategies, and it advises at least one private hedge fund, indicating an appetite to blend public market exposure with external alternative strategies. The firm’s setup—large non-discretionary assets and a small discretionary sleeve—suggests a role that often provides model portfolios, advisory recommendations, or third-party manager selection rather than widespread discretionary trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Private Funds 3%, Public Funds/Mutual Funds 1%95%
  • Exchange Traded Equities95%
  • Private Funds3%
  • Public Funds/Mutual Funds1%

Owners & executives

3 of 3
  • RYAN QUINN

    Chief Compliance OfficerCRD 5203607

  • KIM BAILEY

    Chief Operating OfficerCRD 8205010

  • AARON CRIDDLE

    Chief Compliance OfficerCRD 8246048

Contacts

1 of 1
  • RYAN BAILEY

    AdvisorCRD 2890463

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
100 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth