PARADIGM INVESTMENT ADVISORY LLC

Overview

Paradigm Investment Advisory LLC is a small, bespoke advisory firm organized as a limited liability company that positions itself as a capital allocator for institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. The firm reports roles as sponsor, general partner and managing member of pooled investment vehicles, which indicates it plays an active part in structuring and operating private investment vehicles in addition to providing advisory services. Fee arrangements are non-standardized and include hourly charges, fixed fees and other custom fee structures, consistent with project-based or retainer work for a small number of institutional relationships. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

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Investments & Alternatives

Location & Offices