Paradigm Value Fund is an investment advisor in Albany with $382.16 mm assets under management.
Company profile
Ticker
PVFAX, PVIVX, PFSLX
Exchange
Website
Employees
Incorporated
Location
SEC CIK
SEC advisor number
801-64574
FINRA CRD number
136481
AUM ?
$382.16 mm
(as of 31 Mar 22)
Accounts
3
(as of 31 Mar 22)
Employees
12
(7 investment advisory or research)
Address
Paradigm Value Fund
NINE ELK STREET
ALBANY
NY 12207
NINE ELK STREET
ALBANY
NY 12207
Office hours
Monday - Friday, 8 A.M. - 5:30 P.M.
Phone
5184313516
PVFAX stock data
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Weir, Candace, King | Shareholder/director/ceo/cio/portfolio Manager | 07/2005 | 50-75% |
Weir, Amelia, Farley | Shareholder/director/senior Vice President/portfolio Manager | 09/2008 | 10-25% |
Weir, Katherine, Broussard | Shareholder | 07/2005 | 10-25% |
Florio, Carl, Anthony | Director and Vice Chairman | 01/2008 | < 5% |
Benton, Robert, Albert | Senior Vice President, Chief Financial Officer, Director | 01/2007 | < 5% |
Spychalski, Sara, Elizabeth | Chief Compliance Officer | 02/2022 | < 5% |
Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 Sep 24
N-PX
Annual report of proxy voting record
22 Aug 24
N-CEN
Annual report (registered investment company)
6 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
28 Feb 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
28 Aug 23
N-PX
Annual report of proxy voting record
10 Aug 23
N-CEN/A
Annual report (registered investment company) (amended)
9 Mar 23
N-CEN
Annual report (registered investment company)
9 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
2 Mar 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Aug 22
Latest ownership filings
NPORT-P
Paradigm Value Fund (Jun 2024 report)
15 Aug 24
NPORT-P
Paradigm Select Fund (Jun 2024 report)
15 Aug 24
NPORT-P
Paradigm Micro-Cap Fund (Jun 2024 report)
15 Aug 24
NPORT-P
Paradigm Value Fund (Mar 2024 report)
28 May 24
NPORT-P
Paradigm Select Fund (Mar 2024 report)
28 May 24
NPORT-P
Paradigm Micro-Cap Fund (Mar 2024 report)
28 May 24
NPORT-P
Paradigm Micro-Cap Fund (Dec 2023 report)
20 Feb 24
NPORT-P
Paradigm Select Fund (Dec 2023 report)
20 Feb 24
NPORT-P
Paradigm Value Fund (Dec 2023 report)
20 Feb 24
NPORT-P
Paradigm Value Fund (Sep 2023 report)
22 Nov 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Paradigm Micro-Cap Fund | PVIVX | -8.57 | 6.23 | 0.22 | 162.30 mm | 53 | Jun 2024 |
Paradigm Select Fund | PFSLX | -5.32 | 4.89 | -1.28 | 122.59 mm | 49 | Jun 2024 |
Paradigm Value Fund | PVFAX | -6.52 | 5.56 | -1.09 | 51.01 mm | 49 | Jun 2024 |