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| Keyboard |
| Paratus Financial Inc
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|---|---|
| CRD # | 133361 |
| SEC # | 801-63703 |
| CIK # | |
| AUM | 757.4 M (2026-03-24) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-378-7400 |
| Address | 5220 Mckinney Ave Ste 200 Dallas, TX 75205 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 23.8 |
| (b) Individuals (high net worth individuals) | 68 | 730.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 703 | 757.4 |
| By Discretionary | ||
| Discretionary | 358 | 271.3 |
| Non-Discretionary | 345 | 486.2 |
| Total | 703 | 757.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 757.4 | |
| Total | 703 | 757.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 19 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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|
Sweeney & Michel LLC
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