Paradigm Capital Mgmt.Inc is a large advisory firm based in Albany. It manages $1.1 billion of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Massachusetts, New York, and Vermont.
Paradigm Capital Mgmt provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Paradigm Capital Mgmt.Inc is $1.1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Paradigm Capital Mgmt.Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peter Edward Bulger has been acting as President since 1 Jul 1993. David John De Luca joined the executive team most recently as the Chief Financial Officer.
The principal office where Paradigm Capital Mgmt.Inc performs its advisory services is located at Nine Elk Street, Albany, NY 12207, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-431-3500 or by fax 518-431-3550. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday.