Paulson Capital Corp

  • Investment Bank/Securities Brokerage
  • Lake Oswego OR
  • 108 employees
  • Financial Services
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Company Overview

Headquarters
10220 SW Greenburg Road Suite 380, Portland, OR 97223
40 Wall Street 39th Floor, New York, NY 10005
9171 Wilshire Boulevard Suite 500, Beverly Hills, CA 90210
150 2nd Ave North Suite 1550, St. Petersburg, FL 33701
1255 Treat Blvd Suite 300, Walnut Creek, CA 94597
12 Crown Plaza Suite 201, Hazlet, NJ 07730
1661 International Drive Suite 400, Memphis, TN 38120
8770 W Bryn Mawr Ave. Suite 1300, Chicago, IL 60631
200 East Las Olas Blvd 14th Floor, Fort Lauderdale, FL, 33301
801 International Parkway 5th Floor, Lake Mary, Florida 32746
Website
paulsoninvestment.com
Phone
(855) 653-3444
(503) 243-6000
(312) 940-3687
Employees
108
Founded in
1970
Industry
Investment Bank/Securities Brokerage
Stock Symbol
PLCC
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5231 - Securities and Commodity Contracts Intermediation and Brokerage
55 - Management of Companies and Enterprises
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
621 - Security Brokers, Dealers, and Flotation Companies
628 - Services Allied With The Exchange of Securities Or Commodities
Company Culture
Long-term relationships
Enduring values
Vision
Integrity
Innovation
Commitment to the future
Depth of experience
Diligence
More Details

Financials & Stats

Revenue

$21B

Total Funding Amount

$23M

Competitive Advantages

Over 50 years of experience in investment banking
Strong focus on small to mid-cap markets
National presence with multiple offices
Deep expertise in healthcare and technology sectors
Combined 100+ years of experience in the management team
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Recent News & Media

Subsidy Source

  • Jul 8, 2025
  • subsidytracker.goodjobsfirst.org

PAULSON CAPITAL CORP. SC 13D 12-31-2005

  • Jul 1, 2025
  • sec.gov

American Investments LLC, 15 Vista del Orinda, Orinda, CA 94563, US

  • Apr 4, 2024
  • mapquest.com

Trent Davis

  • Dec 15, 2021
  • invobioscience.com

Ottawa research lab partners with NRC to develop COVID vaccine

  • Mar 31, 2020
  • obj.ca

PLCC: Paulson Capital (Delaware) Corp. - Summary

  • Dec 14, 2017
  • jitta.com

Who is Paulson Capital Corp

Paulson Investment Company, LLC is a highly esteemed investment banking firm based in Lake Oswego, Oregon. The company employs 108 people and generates an annual revenue of $20.5 million. Paulson Investment Company specializes in providing investment banking services to small and mid-cap companies. Their services include private equity and syndicate offerings, and they have a strong track record of success, having participated in over 175 public and private offerings since 2014. They also offer a full range of financial products and services. Founded in 1970, Paulson Investment Company has built a national reputation for vision, integrity, and innovation. The company's management team boasts over 100 years of combined experience, which they leverage to thoroughly assess all prospective opportunities. Clients can contact Paulson Investment Company through their website at paulsoninvestment.com.

Paulson Investment Company, LLC is a boutique investment banking firm established in 1970. The company focuses on the small to mid-cap markets. Paulson Investment Company, LLC has participated in over 175 public and private offerings, raising over $1.2 billion. The company has a national presence with offices across the United States. Paulson Investment Company, LLC's offices are located in Portland, OR; New York, NY; Beverly Hills, CA; St. Petersburg, FL; Walnut Creek, CA; Hazlet, NJ; Memphis, TN; Chicago, IL; Fort Lauderdale, FL; and Lake Mary, Florida. Paulson Investment Company, LLC's operations are focused on the United States. The company has a strong emphasis on the healthcare and technology sectors. Paulson Investment Company, LLC's management team has a combined 100+ years of experience. Paulson Investment Company, LLC's competitive advantages include over 50 years of experience in investment banking, a strong focus on small to mid-cap markets, and a national presence with multiple offices. The company also has deep expertise in the healthcare and technology sectors. Paulson Investment Company, LLC targets clients in the healthcare, technology, finance, manufacturing, and retail industries. The company's values and culture are based on long-term relationships, enduring values, vision, integrity, innovation, commitment to the future, depth of experience, and diligence.

Company Leadership

Chet Paulson

Chairman

Phone Email
Kiyoko Osone

CEO & Co-Founder

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Mason Sexton

Senior Managing Director

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Donald Wojnowski Jr.

Senior Managing Director - Health Care Investment Banking

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Raymond Guarini

Senior Managing Director

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Paulson Capital Corp Industry Tags

Private Placements
Investment Banking
PIPEs
making markets
Mergers
Aquisition
Secondaires
Venture Capital
Registered Direct
Biotech
Medtech
tech
oil and gas
retail
RIA
Brokerage
Financial Services
Security Brokers and Dealers
Investment Banking Asset Management
Finance
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Paulson Capital Corp Tech Stack

WordPress
PHP
Apache
FINRA BrokerCheck
JavaScript
HTML
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FAQ

What is the location of Paulson Capital Corp's headquarters?
The headquarters of Paulson Capital Corp are situated at 5335 SW Meadows Rd Suite 465, Lake Oswego OR
What is Paulson Capital Corp's phone number?
Paulson Capital Corp's contact number is (503) 243-6000.
What stock ticker represents Paulson Capital Corp?
As a publicly traded company, Paulson Capital Corp trades under the symbol PLCC.
What is Paulson Capital Corp's official website?
The official website of Paulson Capital Corp can be found at paulsoninvestment.com.
What is Paulson Capital Corp's current revenue?
As of August 2017, Paulson Capital Corp's annual revenue reached $21B.
How many employees does Paulson Capital Corp currently have?
Paulson Capital Corp employs approximately 108+ people as of August 2017
Which industries is Paulson Capital Corp primarily operating in?
Paulson Capital Corp operates in the following industries: Finance
Who is the Chairman of Paulson Capital Corp?
Paulson Capital Corp's Chairman is Chet Paulson
What are Paulson Capital Corp's industry tags?
Paulson Capital Corp's industry tags include: Private Placements, Investment Banking, PIPEs
What is Paulson Capital Corp's total funding to date?
Paulson Capital Corp has secured $23M as of August 2017
When was Paulson Capital Corp founded?
Paulson Capital Corp was founded in 1970.

Employee Directory

Paulson Investment Company, LLC is a boutique investment banking firm founded in 1970, focusing on the small to mid-cap markets. The company has participated in over 175 public and private offerings, raising over $1.2 billion. It has a national presence with offices across the United States and a strong emphasis on healthcare and technology sectors.

Key Employees

Marta Wypych

Head of Investment Banking

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Trent Davis

CEO

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Chris Clark

Chairman of the Board

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Thomas Parigian

Senior Managing Partner

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Robert Mezey

Senior Sales trader

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Tim O’Donnell

Senior Institutional Sales Trader

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Jim O'Donnell

Managing Director

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Jim O’Donnell

Managing Director

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Michelle Teitelbaum

Vice President of Institutional Sales and Trading

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Billy Damon

Vice President

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