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 an SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm reports an owner structure of an individual owner and serves institutional clients while also providing portfolio management services to individuals, small businesses, and business or institutional clients. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor. The advisory scope reported by the firm includes portfolio management and pension consulting services. The snapshot classifies NU Paradigm as an institutional RIA rather than a capital allocator, and it is not labeled a multi-state adviser in the firm snapshot.

Assets & Accounts

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