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Nu Paradigm Investment Partners L.L.C.

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Client assets under management

$0

More info

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

0

Very Low

Average account size

—

About

Nu Paradigm Investment Partners L.L.C. is a small, registered investment adviser that provides discretionary investment management and retirement‑plan advisory services to a mix of institutional and individual clients. The firm works with pension and profit‑sharing plans, charitable organizations, businesses and high‑net‑worth individuals, and can assume a 3(38) fiduciary role for retirement plans.

The firm emphasizes customized, long‑term portfolios composed of stocks, bonds and ETFs based on fundamental analysis and internal due diligence, with the flexibility to rebalance or use cash positions to manage risk. Nu Paradigm provides ongoing account monitoring and plan‑sponsor support services such as investment policy statement development, vendor analysis, benchmarking and ERISA 404(c) assistance.

What sets Nu Paradigm apart from many peers is the combination of institutional retirement‑plan consulting and fiduciary 3(38) services within a boutique operating scale — the firm reports discretionary assets under management of approximately $1.6 million. The firm is led by two co‑founders whose backgrounds include investment and compliance/legal credentials, and it maintains an institutional relationship with Schwab for custody and platform services.

Client services

Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Fixed fees ranging from $5,000 to $20,000, generally subject to a minimum annual fee of $5,000

Percentage

$0 - $25,000,000: 0.75% $25,000,001 - $50,000,000: 0.50% $50,000,001 - $100,000,000: 0.40% $100,000,001 - $250,000,000: 0.30% $250,000,001 - $1,000,000,000: 0.25% Over $1,000,000,000+: 0.10%

Other

Account minimum: $1,000,000 minimum, may be waived at the Advisor’s sole discretion Minimum fee: Minimum annual fee generally $5,000 Fee-only: Fixed fees ranging from $5,000 to $20,000, generally subject to a minimum annual fee of $5,000

Main office location

Nu Paradigm Investment Partners L.L.C.

Beverly MA, United States

Number of offices

1

Most active in

More info

Massachusetts

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website (617) 792-4559

Advisors at this firm

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user avatar

Christopher D

CFA®, Series 66

Beverly, MA

Nu Paradigm Investment Partners L.L.C.

Christopher Demeo is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is a co-founder of Nu Paradigm Investment Partners L.L.C. and has previously worked at Fulcrum Asset Management, Aberdeen Standard Investments, and Wall Street Access Asset Management. Nu Paradigm Investment Partners L.L.C. provides discretionary investment management and retirement-plan advisory services to institutional and individual clients. The firm focuses on customized, long-term portfolios using fundamental analysis and internal due diligence, offering services including fiduciary 3(38) roles, ongoing account monitoring, and plan-sponsor support.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Russell O

Series 63, Series 65

Beverly, MA

Nu Paradigm Investment Partners L.L.C.

Russell Obrien is a financial advisor at Nu Paradigm Investment Partners L.L.C. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aberdeen Standard Investments, Inc. and Wall Street Access Asset Management. He has been with Nu Paradigm since 2014. Nu Paradigm Investment Partners is a small registered investment adviser that offers discretionary investment management and retirement-plan advisory services to institutional and individual clients. The firm focuses on customized, long-term portfolios and provides fiduciary 3(38) services alongside plan-sponsor support such as investment policy development and benchmarking.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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