|
⚲
|
| Paradigm Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 292182 |
| SEC # | 801-112426 |
| CIK # | 0001766564 |
| AUM | $613.6 MM (2023-03-13) |
| Employees | 17 (24% Investors, 47% Brokers) |
| Phone | 203-221-3085 |
| Address | 315 Post Road West Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CPNG | 22,382.9 | 13.9 | |
| AAPL | 2,382,844.0 | 11.7 | |
| MSFT | 1,918,222.4 | 11.0 | |
| UBER | 43,357.6 | 9.0 | |
| GOOGL | 1,475,138.5 | 7.1 | |
| AMZN | 1,092,997.8 | 6.6 | |
| ADBE | 172,760.2 | 6.1 | |
| MA | 309,583.1 | 6.0 | |
| UNH | 477,004.0 | 5.9 | |
| V | 419,260.5 | 5.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 37.0 |
| (b) Individuals (high net worth individuals) | 152 | 498.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 77.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 898 | 613.6 |
| By Discretionary | ||
| Discretionary | 861 | 535.7 |
| Non-Discretionary | 37 | 77.8 |
| Total | 898 | 613.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 613.6 | |
| Total | 898 | 613.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001766564] |
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