DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
P••••••• I••••••••• M•••••••••
Legal name I••••• L••
Latest filing Mar 31, 2026
First filing on the tape Dec 23, 2014 · 25 filings
SEC status approved since Jan 8, 2015
RAUM
$725M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$725M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$725M as of Mar 31, 2026
May 2, 2016$115M then
HNW client RAUM$125M as of Mar 31, 2021
Apr 16, 2018$6.0M then
State-registered IARs (5.B.3)2 as of Mar 31, 2026
May 2, 20162 then
Employees (5.A)3 as of Mar 31, 2026
May 2, 20164 then
Private funds: no history
RAUM +5.5% over the last fiscal year+49% a year over threeIARs 3 to 2
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $725MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $80.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$350M48%
- Pooled investment vehicles$200M28%
- Banks and thrifts$175M24%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.76 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• C••••• S•••• | Miami, Fl | Dec 3, 2025 | 29 y | 6 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- E••••• F•••••••• S•••• to P•••••••• R•••••••• A•••••• G••••• I•••Dec 31, 2019 · Other
Joined, latest
- J••• C••••• S•••• from P•••••••• R•••••••• A•••••• G••••• I•••Aug 11, 2015 · Other
- E••••• F•••••••• S•••• from B••••• G••••• A•••• M•••••••••Jun 12, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- S••••• J•••• C••••• · Ccocontrolsince 01/2015 · owns 75% or more
- S••••• J•••• C••••• · Ownercontrolsince 01/2007 · owns 75% or more of S••••• J•••• C•••••
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 73.0% to 100.0% between the annual amendments of 2025-04-02 and 2026-03-31peers: asset managers, $500M to $1B (784)
What changed
consecutive filings, newest first
- Accounts · 7 to 9Apr 2, 2025 to Mar 31, 2026
- Advisory employees · 3 to 2Apr 2, 2025 to Mar 31, 2026
- Business name · P••••••• P••••••• C•••••• M••••••••• to P••••••• I••••••••• M•••••••••Apr 2, 2025 to Mar 31, 2026
- Pooled vehicle clients · 5 to 7Apr 2, 2025 to Mar 31, 2026
- State-registered IARs · 3 to 2Apr 2, 2025 to Mar 31, 2026
- Discretionary RAUM · $500M to $725MApr 2, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $187M to $0Apr 2, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $150M to $200MApr 2, 2025 to Mar 31, 2026
- RAUM · $687M to $725MApr 2, 2025 to Mar 31, 2026
- Advisory employees · 2 to 3Mar 29, 2024 to Apr 2, 2025
- Employees · 2 to 3Mar 29, 2024 to Apr 2, 2025
- Financial planning clients · 0 to 0Mar 29, 2024 to Apr 2, 2025
- State-registered IARs · 2 to 3Mar 29, 2024 to Apr 2, 2025
- Discretionary RAUM · $548M to $500MMar 29, 2024 to Apr 2, 2025
- Non-discretionary RAUM · $0 to $187MMar 29, 2024 to Apr 2, 2025
- Pooled vehicle RAUM · $130M to $150MMar 29, 2024 to Apr 2, 2025
- RAUM · $548M to $687MMar 29, 2024 to Apr 2, 2025
- Accounts · 5 to 7Sep 27, 2023 to Mar 29, 2024
- Pooled vehicle clients · 3 to 5Sep 27, 2023 to Mar 29, 2024
- Discretionary RAUM · $443M to $548MSep 27, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $30.0M to $130MSep 27, 2023 to Mar 29, 2024
- RAUM · $443M to $548MSep 27, 2023 to Mar 29, 2024
- Accounts · 4 to 5Mar 29, 2023 to Sep 26, 2023
- Discretionary RAUM · $218M to $443MMar 29, 2023 to Sep 26, 2023
- RAUM · $218M to $443MMar 29, 2023 to Sep 26, 2023
- Accounts · 3 to 4Mar 31, 2022 to Mar 29, 2023
- Pooled vehicle clients · 1 to 3Mar 31, 2022 to Mar 29, 2023
- Discretionary RAUM · $12.9M to $218MMar 31, 2022 to Mar 29, 2023
- Non-discretionary RAUM · $165M to $0Mar 31, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $10.0M to $30.0MMar 31, 2022 to Mar 29, 2023
- RAUM · $177M to $218MMar 31, 2022 to Mar 29, 2023
- Accounts · 4 to 3Nov 1, 2021 to Mar 31, 2022
- Advisory employees · 1 to 2Nov 1, 2021 to Mar 31, 2022
- Advisory activities · 1 to 2Nov 1, 2021 to Mar 31, 2022
- Pooled vehicle clients · unset to 1.0Nov 1, 2021 to Mar 31, 2022
- Employees · 1 to 2Nov 1, 2021 to Mar 31, 2022
- State-registered IARs · 1 to 2Nov 1, 2021 to Mar 31, 2022
- Discretionary RAUM · $8.5M to $12.9MNov 1, 2021 to Mar 31, 2022
- Non-discretionary RAUM · $145M to $165MNov 1, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · unset to 10000000.0Nov 1, 2021 to Mar 31, 2022
Signals
12 dated events
- P••••••• I••••••••• M••••••••• reported RAUM $687.3M, up 25% from $548.0M (2024-03-29 to 2025-04-02)Apr 2, 2025 · RAUM change · derived
- P••••••• I••••••••• M••••••••• reported RAUM $443.0M, up 103% from $218.0M (2023-03-29 to 2023-09-26)Sep 26, 2023 · RAUM change · derived
- P••••••• I••••••••• M••••••••• reported RAUM $148.0M, down 96% from $3.5B (2019-09-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- S. A•••••• H•••••• (Chief Compliance Officer) no longer on Schedule A of P••••••• I••••••••• M••••••••• (listed 2019-02-22, absent 2019-05-30)May 30, 2019 · Control person left · inference
- Carlos John Salas (Cco) appeared on Schedule A of P••••••• I••••••••• M•••••••••May 30, 2019 · Control person joined · fact
- P•• F•••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Feb 22, 2019 · Succession (Item 4) · fact
- S. A•••••• H•••••• (Chief Compliance Officer) appeared on Schedule A of P••••••• I••••••••• M•••••••••Feb 22, 2019 · Control person joined · fact
- Francisco Edward Salas (Elected Manager) no longer on Schedule A of P••••••• I••••••••• M••••••••• (listed 2019-02-19, absent 2019-02-22)Feb 22, 2019 · Control person left · inference
- Carlos John Salas (Ceo/Managing Member/Cco) no longer on Schedule A of P••••••• I••••••••• M••••••••• (listed 2019-02-19, absent 2019-02-22)Feb 22, 2019 · Control person left · inference
- P••••••• I••••••••• M••••••••• reported RAUM $3.5B, up 135% from $1.5B (2018-04-16 to 2019-02-19)Feb 19, 2019 · RAUM change · derived
- P••••••• I••••••••• M••••••••• reported RAUM $1.5B, up 208% from $489.0M (2017-03-21 to 2018-04-16)Apr 16, 2018 · RAUM change · derived
- I••••• L•• filed its initial SEC registration (Form ADV)Dec 23, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- P•• F•••••••• · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Website
- paradigmpcm.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 7868713411reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $725Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026