NU Paradigm Investment Partners L.L.C.

RIASEC Registered
Total AUM
$1.9M
Discretionary
$1.9M
100% of AUM
Avg account
$932K
Accounts
2
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
170428
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

NU Paradigm Investment Partners L.L.C. is a small, privately owned advisory firm that provides discretionary portfolio management and pension consulting services to a concentrated institutional client base and to individuals/small businesses. The firm runs a compact operation that favors externally managed public funds as the core building blocks of client portfolios while supplementing those exposures with selected alternative strategies. Fee arrangements include both percentage-of-AUM and fixed-fee engagements, reflecting a blend of traditional asset management and advisory projects. Investment activity centers on using pooled public vehicles for core equity and fixed‑income exposure and tapping third‑party managers for targeted alternative exposure. The firm does not position itself as an active ESG investor and operates in a narrow regulatory footprint rather than as a multi‑state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 25%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities25%

Owners & executives

1 of 1
  • Christopher Demeo

    Christopher Demeo

    Co-CEOCRD 4562438

Contacts

1 of 1
  • Russell Obrien

    Russell Obrien

    Co-FounderCRD 1786420

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth