CRD: 134587
Paradigm Asset MANAGEMENT,INC.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave timber
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERNEST WILLIAM WENNERBERG MR.
Intern, President
- CRD
- #2537607
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $58,530,475 | -- |
| Total | $58,530,475 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,530,475
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $963,134,870 | 19.1% |
| Cash | $826,984,915 | 16.4% |
| Equity - OTC | $282,385,093 | 5.6% |
| Equity - Exchange | $1,043,816,325 | 20.7% |
| U.S. Government/Agency | $635,366,459 | 12.6% |
| Corporate - Non-Investment Grade | $655,536,823 | 13.0% |
| Municipal Bonds | $635,366,458 | 12.6% |
| Total | $5,042,590,943 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON DELTA | WAVE CAPITAL | VTH1N2STX | WXTD | 9.52% | $56,378,857 |
| VITAL SUMMIT | NORTH CAPITAL | 8D424GH1F | TWN | 4.18% | $87,947,495 |
| MERIDIAN FRONTIER | BRIDGE NORTH | RYIMP72LR | OCWQ | 1.02% | $17,655,209 |
| RIDGE VECTOR | MOMENTUM BEACON | EQNVAF1GP | BGK | 7.14% | $107,060,686 |
| MOMENTUM MATRIX | RIDGE HORIZON | LPRNR7BML | AYVC | 4.20% | $3,467,526 |
| UNISON MATRIX EAGLE | GLACIER PATHWAY | A7M8U508V | FHZ | 10.56% | $48,489,312 |
| FOCUS ELEMENT | GLACIER EMBER | 1D612UQ66 | TLLFF | 1.48% | $108,944,073 |
| EAGLE MATRIX | RADIAL RIDGE | D3EFYQFDJ | HAAV | 6.67% | $48,214,927 |