PARADIGM CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 1994
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$33.1M
Accounts
72
Employees
12
Advisory reps
5

Firm details

Headquarters
ALBANY, New York
CRD number
107982
Registered since
September 22, 1994
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI43.27%
  • Pooled Investment Vehicles36.44%
  • Corporations / Businesses14.28%
  • Charitable Organizations3.03%
  • Other Investment Advisers2.98%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Paradigm Capital Management, Inc. is a corporation operating as a hedge fund manager that has been SEC-registered since 1994. The firm provides discretionary portfolio management across individuals, family clients and institutional clients, and it also manages pooled investment vehicles. Fee arrangements include asset-based fees alongside performance-based compensation typical for hedge fund structures. Paradigm identifies itself as an active ESG investor and maintains industry relationships that include broker-dealer activity and roles as sponsor, general partner or managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Public Funds/Mutual Funds 14%86%
  • Exchange Traded Equities86%
  • Public Funds/Mutual Funds14%

Owners & executives

2 of 2
  • CANDACE WEIR

    President, Chief Investment OfficerCRD 269796

  • RICHARD GIMON

    Chief Compliance OfficerCRD 3217139

Contacts

3 of 3
  • PETER MCMILLEN

    ControllerCRD 2061930

  • CARL FLORIO

    Vice ChairmanCRD 4935045

  • AMELIA WEIR

    Senior Vice PresidentCRD 1497338

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ALBANY, NY

ALBANY

Location

ALBANY, NY

Headquartered in ALBANY, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
ALBANY
Address
9 Elk St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth