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PARADIGM INVESTMENT MANAGEMENT
Legal name: INCASA LLC
CRD 174058File 801-80811
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$725.2M
Above cohort median (national)
Discretionary AUM
$725.2M
Clients
9
9 accounts
Employees
3
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 8, 2015
- Principal office
- 333 SE 2ND AVE, SUITE 2000, MIAMI, FL, 33131
- Phone
- 7868713411
- Website
- http://www.paradigmpcm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $725.2M
- Discretionary AUM
- $725.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $80.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $350.0M |
| Pooled investment vehicles | 7 | $200.0M |
| Banking or thrift institutions | Fewer than 5 | $175.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.