CRD: 134587
Paradigm Asset MANAGEMENT,INC.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-31-1994
- Office Locations
- 1
Office Locations
About Paradigm Asset MANAGEMENT,INC.
Paradigm Asset Management is a data-science-driven active manager (since 1990) building dynamic U.S. and international equity portfolios across developed and emerging markets. The firm delivers SMAs, sub-advisory, model delivery, and custom strategies—including ESG or highly restrictive mandates—powered by a proprietary database spanning 1B+ data points and 55,000 global securities using AI/ML. It is a long-tenured, certified WMBE manager with deep experience serving large pension funds.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 78 clients, or 78 clients per representative. That equates to $750.4K in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Paradigm Asset MANAGEMENT,INC. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERNEST WILLIAM WENNERBERG MR.
Intern, President
- CRD
- #2537607
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $58,530,475 | -- |
| Total | $58,530,475 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Paradigm Asset MANAGEMENT,INC. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
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Paradigm Asset MANAGEMENT,INC.'s 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.