Paradigm Partners Capital Management

Incasa LLC, doing business as Paradigm Partners Capital Management (PPCM), is a registered investment adviser founded in 2014 and located in Miami, FL. The firm offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, exchange-traded products, and corporations. Principal owner Juan C. Salas, the Chief Executive Officer, leads the firm. Investment advisory services are primarily provided on a discretionary basis, with portfolios tailored to each client's risk tolerance and financial goals. Financial planning services cover various aspects such as cash management, risk management, retirement planning, and tax planning. As of December 31, 2024, PPCM manages approximately $687,300,503.00 in assets under management on a discretionary basis. Fees are negotiable and billed quarterly, exclusive of additional costs like brokerage commissions. The firm may enter performance fee arrangements with qualified clients and employs fundamental and technical analysis methods in its investment strategies. Clients have the option to impose restrictions on their accounts, and PPCM exercises investment discretion in accordance with client objectives. The firm has a Code of Ethics in place, ensuring high standards of business conduct and fiduciary duty to clients. Juan C. Salas oversees the day-to-day portfolio supervision, and the firm has established compliance and monitoring procedures to address potential conflicts of interest.