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Paratus Financial
Paratus Financial was established in 2003 by Bonnie Free Grisz. The firm originated from advisors focused on executive tax and investment planning.
Paratus Financial
Paratus Financial was established in 2003 by Bonnie Free Grisz. The firm originated from advisors focused on executive tax and investment planning. The firm deploys across real estate, distressed and turnaround situations, and direct co-investments. It also uses fund-of-funds vehicles. Geographic reach covers North America and Europe. Confirmed positions and relationships include activity in real estate and turnaround strategies. Assets under advisement total approximately $2 billion. The team maintains a Dallas headquarters and participates in the Dallas Estate Planning Council. In March 2024 the firm sponsored The Great Wealth Transfer event focused on estate planning and intergenerational transfers. The firm operates a direct deal program alongside its advisory mandate. It also manages the Mentormore Foundation, established in 2015, which handles separate philanthropic grantmaking.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Dallas
Corporate office
5220 McKinney Ave. #200, Dallas, Texas 75205
Principals
Bonnie Free Grisz
Founder
Stephen Chadwick
Managing Director
Bonnie Chadwick
Senior Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Paratus Financial?
Bonnie Free Grisz founded the firm and sets overall direction. Stephen Chadwick serves as Managing Director with prior experience at Maverick Capital and Ernst & Young.
Does Paratus Financial participate in fund commitments or only direct deals?
The firm uses both direct co-investments and fund-of-funds structures according to its investment type profile.
What investment stages does Paratus Financial typically target?
The firm focuses on real estate and distressed turnaround opportunities rather than early-stage venture.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to a single family or industry branch.
Does Paratus Financial maintain philanthropic structures, and how are they separated?
The firm manages the Mentormore Foundation, established in 2015, which conducts separate grantmaking focused on philanthropy in the United States.
How does Paratus Financial source proprietary deal flow?
The firm leverages its network in the Dallas Estate Planning Council and long-standing relationships with clients for direct opportunities.
Is Paratus Financial structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office serving more than 100 families with integrated advisory services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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