# Paratus Financial

Paratus Financial is a Multi Family Office based in Dallas, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** 5220 McKinney Ave. #200, Dallas, Texas 75205
- **Founded:** 2003
- **Assets under management:** 701 (per SEC filings, 2025)
- **Website:** paratusfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/paratusfinancial

## Regulatory record

- **CRD number:** 133361
- **SEC file number:** 801-63703
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133361

## About

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.

## Sectors

- Real Estate
- Distressed & Turnaround

## People

- Bonnie Free Grisz — Founder
- Stephen Chadwick — Managing Director
- Bonnie Chadwick — Senior Advisor

## 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.

### 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.

## Related profiles

- [GAO Capital](https://altss.com/profile/gao-capital)
- [Veolia Pension Funds](https://altss.com/profile/veolia-pension-funds)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/paratus-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology