Paradigm has been in business since 1994 and offers the investment advisory services described below
primarily to corporations, pension and profit sharing plans, foundations, individuals, investment funds, trusts
and individuals (including high net worth individuals), other separate accounts, and pooled investment
vehicles such as private investment limited partnerships. Paradigm provides investment management
services, defined as making investments for a client based on specific investment objectives and strategies.
In general, Paradigm has developed and continues to develop certain investment strategies based largely
on the needs identified by its clients. Please see Item 8 for more information on the types of strategies and
investments that are primarily offered to clients. To the extent it believes appropriate, Paradigm may then
make these investment strategies available for other clients or potential clients. Clients generally select the
strategy which is most appropriate for their overall investment needs. Paradigm permits its clients to make
certain modifications to the strategy selected (e.g. restricting certain identified securities or groups of
securities) and such changes would be evidenced in the agreement governing the relationship, typically an
investment management agreement. Such modifications
would typically be made to accommodate the
unique risk or contractual or regulatory conditions to which the client is subject and would generally not
materially impact the overall integrity of the strategy. However, any change to the model strategy made at
the request of a client will likely cause the portfolio’s performance to differ from that of the relevant model
portfolio. Each pooled investment vehicle managed or otherwise advised by Paradigm is managed in
accordance with its investment guidelines and restrictions and is not tailored to the individualized needs of
any particular fund investor, and an investment in such a vehicle does not, in and of itself, create an advisory
relationship between the investor and the Adviser.
Paradigm does not sponsor any “wrap fee" programs.
The Adviser is a wholly-owned subsidiary of Paradigm Capital Holdings, Inc. (“Paradigm Holdings”), a
Delaware corporation. Paradigm Holdings is owned primarily by Candace King Weir, Director, Chief
Executive Officer, President, Chief Investment Officer, and Portfolio Manager of the Adviser.
As of December 31, 2023, Paradigm managed discretionary client assets valued at $1,950,752,259.
Paradigm does not manage assets on a non-discretionary basis.
Portfolio Management Services