Paradice Investment Management LLC
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Overview
Paradice Investment Management LLC is an advisory company that has its headquarters in Denver, Colorado. The firm handles $2.8 billion in total assets over 14 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). The company has a small team, including 10 financial advisors. Paradice Investment Management LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as stocks, options and bonds.
Paradice Investment Management LLC administers all of the firm's client assets on a discretionary basis. Discretionary management means that transaction choices for the client's account are made by a portfolio manager without needing the customer's approval. The advisory firm manages about $197.6 million in assets for each customer account. An average financial advisor at Paradice Investment Management LLC oversees about one client account, making it one of the most personalized advisor firms in the country.
The firm's main office is located at 250 Fillmore St, Denver, Colorado 80206. Paradice Investment Management LLC is registered to provide services to clients across 2 states, including California and Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Paradice Investment Management LLC by the Numbers
$2.8 billion
20
14
$197.6 million
Fee Structure
Fees charged by financial advisors depend on which service is offered. However, fees charged by Paradice Investment Management LLC likely include any blend of the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Paradice Investment Management LLC works with pooled investment vehicles, pension plans and state or municipal government entities. Out of its 14 clients, Paradice Investment Management LLC's biggest client type by number of accounts is pooled investment vehicles. About 71% of its clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Paradice Investment Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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