Paratus Financial
Paratus Financial is a multi-family office headquartered in Dallas. Founded in 2003, the firm grew out of advisors with deep experience in executive tax and investment planning and now oversees approximately $2 billion in assets for more than 100 affluent...
Paratus Financial
Paratus Financial is a multi-family office headquartered in Dallas. Founded in 2003, the firm grew out of advisors with deep experience in executive tax and investment planning and now oversees approximately $2 billion in assets for more than 100 affluent families, integrating wealth management, tax strategy, estate planning, and business consulting—delivering integrated, relationship-driven advice services.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
—
Location
Region
North America
Country
—
City
Dallas
Corporate office
5220 McKinney Ave. #200, Dallas, Texas 75205
Frequently asked questions
What is Paratus Financial?
Paratus Financial is a multi family office headquartered in Dallas.
When was Paratus Financial founded?
Paratus Financial was founded in 2003.
Where is Paratus Financial headquartered?
Paratus Financial is headquartered in Dallas, in the North America region.
What does Altss track for Paratus Financial?
Altss maintains an OSINT-verified profile of Paratus Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Paratus Financial's website?
Paratus Financial's public website is www.paratusfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Paratus Financial?
Paratus Financial is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Paratus Financial?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Paratus Financial?
Paratus Financial's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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