NU Paradigm Investment Partners L.L.C.

RIAState 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 a Massachusetts-registered limited liability company that operates as an institutional registered investment adviser. The firm focuses on portfolio management for individuals/small businesses and for businesses or institutions, and it lists pension consulting among its advisory activities. Ownership is held by an individual, and the firm charges clients via a percentage-of-AUM schedule and fixed fees. NU Paradigm identifies its client base as institutional. The firm does not identify as an active ESG investor. Other snapshot fields indicate it is not a multi-state adviser and is not newly formed.

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

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Contacts

FINTRX

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

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth