SourcingSourcing

PARADICE INVESTMENT MANAGEMENT LLC

C50
CRD 164411·SEC 801-76920
AUM
$1.39B
$1B+
Est. Revenue
$13.9M
@ 1% on AUM
Est. EBITDA
$4.2M
@ 30% margin
Est. Deal Value
$33.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARADICE INVESTMENT MANAGEMENT LLC
CRD
164411
SEC file #
801-76920
EIN
383879845
DBA names
—

Economics

AUM
$1.39B
AUM band
$1B+
AUM trajectory
'20'26
$3.61B → $1.39B▼ -61%
Client mix
Pooled Investment Vehicles6
Pension Profit Sharing Plans2

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
7 advisors → 4 advisors▼ -43%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PIM US UNIT TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
4
Control Persons
PIM US UNIT TRUST
BECK, KEVIN, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:paradice.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001620275
Edgar Registered
Yes
Edgar Filing Count
159
Edgar First Filing Date
2014-10-27
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
55
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001172661-26-002013

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street29
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
257 FILLMORE STREETSUITE 200DENVER, CO 80206
Business
257 FILLMORE STREETSUITE 200DENVER, CO 80206
Edgar EIN
383879845
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-002013
13F-HR2026-01-28 · 0001172661-26-000367
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
KEVIN PAUL BECK
Executive Officer · 2.5%
2436926
KEMP, AOIFE, "NMN"
Executive Officer · 2.5%
8037957
MANLEY, PETER, MICHAEL
Executive Officer · 2.5%
8037959