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Paradigm Funds Advisor LLC
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CRD # | 136481 |
SEC # | 801-64574 |
CIK # | 0001196878 |
AUM | $315.9 MM (2024-08-07) |
Employees | 13 (54% Investors, 38% Brokers) |
Phone | 518-431-3500 |
Address | 9 Elk Street Albany, NY 12207 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 3 | 315.9 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 3 | 315.9 |
By Discretionary | ||
Discretionary | 3 | 315.9 |
Non-Discretionary | 0 | 0.0 |
Total | 3 | 315.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 315.9 | |
Total | 3 | 315.9 |
Related Firms | State | AUM ($BB) |
---|---|---|
Paradigm Capital Management Inc
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NY | 2.0 |
Paradigm Funds Advisor LLC
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|
NY | 0.3 |
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|
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JRE Advisors LLC
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Your OCIO LLC
✚
|
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MTC Wealth Management LLC
✚
|
FL | 0.3 |
Aetna Asset Advisors LLC
✚
|
CT | 0.3 |
AlpInvest Private Equity Investment Management LLC
✚
|
NY | 0.3 |
Ledger ILS Managers LLC
✚
|
NY | 0.3 |
Plante Moran Real Estate Investment Advisors LLC
✚
|
MI | 0.3 |