RISK PARADIGM GROUP, LLC
Firm details
- Headquarters
- BURLINGTON, Massachusetts
- CRD number
- 155870
- Registered since
- April 8, 2011
- Website
- rpgfamilywealthadvisory.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Risk Paradigm Group, LLC is an SEC-registered advisory firm that concentrates on portfolio management for both institutional clients and individuals/small businesses. The firm favors public mutual funds for core exposure while supplementing portfolios with third‑party hedge fund and real estate managers for alternative diversification. Fee arrangements are percentage‑of‑AUM, and the adviser operates with discretionary authority across its client accounts. Risk Paradigm Group, LLC is not positioned as a direct capital allocator; instead it sources alternative strategies through external managers and structures client portfolios around pooled and externally managed products. The firm does not identify as an active ESG investor and operates with a related‑adviser affiliation.
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 Funds93%
- Cash & Cash Equivalents7%
Owners & executives
3 of 4DAVID GATTI
CIO & CEOCRD 2415422
ROBERT MCCAULEY
Chief Financial OfficerCRD 6241700
MARIANN DUBE
Chief Administrative OfficerCRD 2707770
Contacts
1 of 1JAMES PETERS
Managing Director, Co-Chair Investment CommitteeCRD 1543053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURLINGTON, MA
MIDDLESEX
Location
BURLINGTON, MA
Headquartered in BURLINGTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 25 Burlington Mall Rd
- Time zone
- ET (UTC-5)
- Office locations
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