GAMMA PARADIGM CAPITAL, LP

RIASEC Registered
Total AUM
$24.1M
Discretionary
$4.2M
17% of AUM
Avg account
$863K
Accounts
28
Employees
3
Advisory reps
2

Firm details

Headquarters
CHEYENNE, Wyoming
CRD number
226569
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI82.82%
  • Pooled Investment Vehicles14.49%
  • Pension & Profit Sharing Plans2.07%
  • Individuals0.62%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gamma Paradigm Capital, LP is an independent RIA organized as a limited partnership that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides a mix of portfolio management and advisory services—ranging from financial planning and discretionary portfolio management for individuals and pooled vehicles to selection of other advisers, pension consulting services, market timing, and educational seminars. Its fee model includes asset-based fees, fixed fees and performance-based fees. Gamma Paradigm identifies itself as a non-ESG-focused adviser and operates from a single office rather than as a multi-state advisory platform. The firm also lists “other financial product salesperson” among its business activities.

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: US Government Bonds 100%100%
  • US Government Bonds100%

Contacts

2 of 2
  • DAVID AUDLEY

    Managing DirectorCRD 1750369

  • PETER LIN

    Managing DirectorCRD 6140123

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CHEYENNE, WY

LARAMIE

Location

CHEYENNE, WY

Headquartered in CHEYENNE, WY, in the West of the United States.

Region
West
County
LARAMIE
Address
1800 Carey Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth