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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

PARADIGM INSTITUTIONAL INVESTORS

PARADIGM INSTITUTIONAL INVESTORS LLC, CRD 329115

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:49eb2c2c-399d-0e9c-c6c3-38d6bce40666

Data as of May 15, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 6
On other graphs: 0
Observed: Nov 19, 2024 to May 15, 2025
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $190MItem 5.F on the latest filing (2025-05-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.3M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5
SEC number: 801-131658
CRD: 329115
Filings on the tape: 3
First filed: Nov 19, 2024
Latest filed: May 15, 2025
Organised: Limited Liability Company, TX
Website: paradigmii.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAILEY, RYAN, ALEXANDER	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	D	yes	10/2023	Nov 19, 2024	Nov 19, 2024
McCorvey, Quentin, Leon	PRESIDENT AND CHIEF COMPLIANCE OFFICER	D	yes	10/2023	Nov 19, 2024	Nov 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 3, 2025	$190M	$4.3M	2	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$190M	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PARADIGM GLOBAL INVESTORS	2	Dec 31, 2025	Jan 1, 2026	DALLAS, TX	Team lift out	Other	100.0%

Relationships

Moved with (1)

→ PARADIGM GLOBAL INVESTORSRegistered adviser2 advisors, team lift out, same day
Dec 31, 2025 to Jan 1, 2026factForm ADV

Registered with (3)

← RYAN ALEXANDER BAILEYAdvisorregistration: previous registration
Jan 2, 2024 to Dec 31, 2025factForm ADV
← RYAN QUINNAdvisorregistration: previous registration
Apr 28, 2025 to Dec 31, 2025factForm ADV
← Martha DelgadoAdvisorregistration: previous registration
May 15, 2025 to Nov 10, 2025factForm ADV

Controls (2)

← BAILEY, RYAN, ALEXANDEROwnerMANAGING PARTNER AND CHIEF INVESTMENT OFFICER, ownership code D, individual
Nov 19, 2024 to Nov 19, 2024factForm ADV
← McCorvey, Quentin, LeonOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Nov 19, 2024 to Nov 19, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Team lift-out
2 advisors left Paradigm Institutional Investors (Dallas, TX) for Paradigm Global Investors on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Ryan Alexander Bailey left Paradigm Institutional Investors for Paradigm Global Investors (registered 2026-01-01)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Ryan Quinn left Paradigm Institutional Investors for Paradigm Global Investors (registered 2026-01-01)
Form ADVobserved 6 days ago
Occurred
Nov 10, 2025
Advisor changed firm
Martha Delgado left Paradigm Institutional Investors for Ip Financial Advisory Services Llc (registered 2025-12-04)
Form ADVobserved 6 days ago
Occurred
Nov 19, 2024
First Form ADV filing
Paradigm Institutional Investors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Jun 1, 2026
Paradigm Institutional Investors no longer on the SEC adviser roster (last listed 2026-05-01, RAUM $189.5M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49eb2c2c-399d-0e9c-c6c3-38d6bce40666
First observed: Nov 19, 2024
Last observed: May 15, 2025 16 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARADIGM INSTITUTIONAL INVESTORS

PARADIGM INSTITUTIONAL INVESTORS LLC, CRD 329115

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:49eb2c2c-399d-0e9c-c6c3-38d6bce40666

Data as of May 15, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:09 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAILEY, RYAN, ALEXANDER

MANAGING PARTNER AND CHIEF INVESTMENT OFFICER

yes

10/2023

Nov 19, 2024

McCorvey, Quentin, Leon

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

10/2023

Nov 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 3, 2025

$190M

$4.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$190M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PARADIGM GLOBAL INVESTORS

Dec 31, 2025

Jan 1, 2026

DALLAS, TX

Team lift out

Other

100.0%