# Paradigm Investment Management

> Paradigm Investment Management is an SEC-registered investment advisory firm in Miami, FL, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 174058
- Filed as: PARADIGM INVESTMENT MANAGEMENT
- Legal name: Incasa LLC
- Also doing business as: PARADIGM AQUISITIONS GROUP, PARADIGM INVESTMENT MANAGEMENT, PARADIGM PARTNERS CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174058
- AdvisorCensus page: https://advisorcensus.com/firm/paradigm-investment-management-miami-fl-174058

## Quick answers

**How is Paradigm Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Paradigm Investment Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Paradigm Investment Management located?**
Paradigm Investment Management's principal office is in Miami, FL, according to its Form ADV.

**Is Paradigm Investment Management registered with the SEC or a state?**
Paradigm Investment Management is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174058.

**How much does Paradigm Investment Management manage?**
Paradigm Investment Management reports $725,207,032 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Paradigm Investment Management's assets and staff changed since 2021?**
In the Form ADV data for Paradigm Investment Management: Regulatory assets under management: $150,000,000 in the October 2021 data and $725,207,032 in the October 2026 data, up 383%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paradigm Investment Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); banking or thrift institutions (1); investment companies (1).

**Which custodians does Paradigm Investment Management use?**
Paradigm Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Creand Securities and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Paradigm Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174058

**What changed in Paradigm Investment Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Creand Securities
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $725,207,032
- Discretionary: $725,207,032
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | 1 | $175,207,032 |
| Investment companies | 1 | $350,000,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $200,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paradigmpcm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,000,000 | 1 | March 31, 2021 |
| October 2022 | $177,470,172 | 2 | March 31, 2022 |
| October 2023 | $442,982,939 | 2 | September 27, 2023 |
| October 2024 | $547,982,400 | 2 | March 29, 2024 |
| October 2025 | $687,300,503 | 3 | April 2, 2025 |
| October 2026 | $725,207,032 | 3 | March 31, 2026 |

Regulatory assets under management: $150,000,000 in the October 2021 data and $725,207,032 in the October 2026 data, up 383%.
Total employees: 1 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paradigm Investment Management (CRD 174058): Form ADV filing data as of October 2026.