PARADIGM OPERATIONS LP

RIASEC RegisteredEst. 2019
Total AUM
$11.9B
Discretionary
$11.9B
100% of AUM
Avg account
$1.5B
Accounts
8
Employees
61
Advisory reps
5

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
299210
Registered since
July 26, 2019
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Paradigm Operations LP is a pooled-vehicle manager organized as a limited partnership and registered with the SEC in 2019. The firm serves institutional clients and operates across hedge fund and private equity strategies while also functioning as a sponsor/GP and as an operator of other pooled investment vehicles. Its advisory activity is focused on portfolio management for pooled vehicles rather than retail advisory. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Paradigm does not identify as an active ESG investor and is not registered as a multi-state adviser.

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

Owners & executives

3 of 4
  • JORDAN QUALLS

    Chief Financial OfficerCRD 5695618

  • KATHRYN BIBER

    Partner, Chief Legal OfficerCRD 7682705

  • ALEXANDRU POPESCU-NEGOESTI

    Chief Compliance OfficerCRD 4635224

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Contacts

1 of 1
  • MATTHEW HUANG

    Co-Founder & Managing PartnerCRD 5547465

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
548 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth