Paradigm Asset Management

RIASEC Registered

Total AUM

$442M

Discretionary

$442M

100% of AUM

Avg account

$44.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: White Plains, New York
CRD number: 111479
Registered since: May 17, 1995
Website: www.paradigmasset.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, AMALGAMATED BANK, PENNHAVEN BROKERAGE PARTNERS, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: State / Municipal Government83.23%
Pension & Profit Sharing Plans11%
Corporations / Businesses5.77%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Paradigm Asset Management is an institutional registered investment adviser that has been SEC-registered since 1995. The firm is organized as an LLC and is owned by an individual. Its primary advisory activity is portfolio management for businesses and institutional clients. Fees are charged as a percentage of assets under management and via fixed fees. Paradigm does not list ESG investing as an active focus and is not described as a pension consultant or a capital allocator in its disclosures.