Nu Paradigm Investment Partners L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
2
of 2 employees
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
Expertise
Occupation focus
Fee options
Fixed fees ranging from $5,000 to $20,000, generally subject to a minimum annual fee of $5,000
$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%
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
Beverly MA
Advisors at this office
2
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
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.
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