Paradigm Investment Advisory

James A. Hatch, the founder and managing partner, leads the investment committee and has final authority on all credit and real estate allocations. He is supported by a senior team of investment professionals, each averaging over two decades of experience in middle-market lending and property acquisitions.

Paradigm sources predominantly through direct relationships with regional commercial banks and independent sponsors. This network-based approach avoids broad auctions and allows the firm to negotiate bespoke terms in middle-market transactions that larger credit platforms often overlook.

Paradigm operates as a registered investment adviser, structured as an asset manager rather than a single-family office. It evolved from a multi-family advisory model in the 1990s into a specialized manager running commingled funds and separately managed accounts for institutions and wealthy individuals.

Paradigm focuses on direct origination. It does not operate as a fund-of-funds. Capital is deployed through directly negotiated senior secured loans to middle-market companies and direct acquisitions of commercial real estate properties.

Paradigm targets the middle market, providing senior secured credit facilities to sponsor-backed companies with EBITDA between $10 million and $50 million. It does not engage in venture capital or early-stage equity investments.

The firm has historically avoided early-stage technology, biotech, and exploration-stage natural resources. Its credit and real estate strategies focus on cash-flowing middle-market companies and income-producing properties, steering clear of pre-revenue or speculative ventures.

The firm's capital base includes a concentrated group of institutional investors — including regional banks and insurance companies — alongside high-net-worth individuals and family offices. Paradigm does not publicly disclose the specific identities of its limited partners.