NU Paradigm Investment Partners L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 170428
- Website
- www.nupinv.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
NU Paradigm Investment Partners L.L.C. is a small, privately owned advisory firm that provides discretionary portfolio management and pension consulting services to a concentrated institutional client base and to individuals/small businesses. The firm runs a compact operation that favors externally managed public funds as the core building blocks of client portfolios while supplementing those exposures with selected alternative strategies. Fee arrangements include both percentage-of-AUM and fixed-fee engagements, reflecting a blend of traditional asset management and advisory projects. Investment activity centers on using pooled public vehicles for core equity and fixed‑income exposure and tapping third‑party managers for targeted alternative exposure. The firm does not position itself as an active ESG investor and operates in a narrow regulatory footprint rather than as a multi‑state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds75%
- Exchange Traded Equities25%
Owners & executives
1 of 1
Christopher Demeo
Co-CEOCRD 4562438
Contacts
1 of 1
Russell Obrien
Co-FounderCRD 1786420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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