PARADIGM CAPITAL MANAGEMENT
Firm details
- Headquarters
- RENO, Nevada
- CRD number
- 120805
- Registered since
- March 2, 2020
- Website
- www.paradigmcm.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.16%
- Individuals11.84%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Paradigm Capital Management is a privately owned limited liability company that provides fee-based portfolio management primarily for individual and family clients, including small businesses. The firm is SEC-registered (since 2020) and charges a percentage-of-assets fee model. It reports an owner-type of Individual and does not identify as an active ESG investor. Paradigm is not structured as a capital allocator or a pension consultant and is not listed as a related adviser; its advisory activity centers on direct portfolio management rather than institutional or multi-state consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities37%
- US Government Bonds15%
Contacts
1 of 1JOHN NUNN
Vice PresidentCRD 6326016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$48.8M in ETFs
28%
$13.4M
28%
$35.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $13.4M | 265,661 | 27.54% |
Location
RENO, NV
WASHOE
Location
RENO, NV
Headquartered in RENO, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- WASHOE
- Address
- 6170 Ridgeview Ct
- Time zone
- PT (UTC-8)
- Office locations
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