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Paradigm Investment Advisory, LLC

Paradigm Investment Advisory, LLC. CRD 334370

P

CRD: 334370

Paradigm Investment Advisory, LLC

Bridgewater, NJ, 08807
9084507402
paradigm-partners.com
$425.1M Total AUM
$425.1M Disc. AUM
-- 3Y CAGR
8 Employees
645 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail and Institutional
Platforms
Atlas
Established Date
12-01-2024
Office Locations
3

Office Locations

1 Mill Ridge Lane Suite 100b Chester NJ
1140 US 22 East Suite 105 Bridgewater NJ
181 NEW Road Suite 304 Parsippany NJ

About Paradigm Investment Advisory, LLC

Paradigm Investment Advisory, LLC is a Bridgewater-based RIA with 3 offices. The firm has been operating for 1 years. Managing $425.1M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Charitable Giving, Financial Planning, Insurance.

Team overview

37 AVG AGE
$53.1M AVG AUM / ADVISOR
$659.0K AVG AUM / CLIENT
0.9 yrs AVG TENURE
8 Employees
8 Advisory Reps
8 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Zenith Momentum north

Client Personas

Momentum

CRM

Crest vertex

Custodian

Vertex ridge

Investment Themes

Eagle

Investment Vehicles

Horizon

Services

Value Crest pioneer Crest Capital Wave

Technology

Atlas legacy

Owner & Executives

A

ANDREW KOLTUNOWICZ

Managing Partner

CRD
#6099848
Ownership
25% but less than 50%
(736) 240-5205
zenith.oak@momentumcapital.com
in linkedin.com/in/foundation-crest
D

DAVID TIMOTHY PROVINSAL

Chief Compliance Officer, MANAGING DIRECTOR, Managing Partner

CRD
#3049055
Ownership
25% but less than 50%
(212) 376-2137
element.pioneer@embercapital.com
in linkedin.com/in/alpha-vertex
M

Meridian vertex

Insight pioneer

CRD
#17680
Ownership
25.7%
(521) 258-8012
optima.vital@optimacapital.com
in linkedin.com/in/element-summit

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Contacts

ANDREW WRIGHT BRUEN

ANDREW WRIGHT BRUEN

--

CRD
#4987554
(987) 710-7365
signal.unison@valuecapital.com
in linkedin.com/in/delta-pioneer
WILLIAM BRUEN JR.

WILLIAM BRUEN JR.

--

CRD
#870515
(800) 301-9894
horizon.value@beaconcapital.com
in linkedin.com/in/bridge-catalyst
N

North peak

Legacy insight momentum

CRD
#15317
(802) 224-3608
momentum.north@alphacapital.com
in linkedin.com/in/foundation-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-06-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $425,065,996 $659,017
Non-Discretionary $0 --
Total $425,065,996 $659,017

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Separately Managed Accounts

Total SMA Asset: $425,065,996

$425.1M Total SMA
Public Funds:
16.8%
Equity - Exchange:
3.8%
Cash:
15.6%
Corporate - Investment Grade:
17.9%
Municipal Bonds:
17.9%
Private Funds:
14.8%
U.S. Government/Agency:
13.2%
Asset class Assets Assets %
Public Funds $559,839,643 16.8%
Equity - Exchange $126,630,395 3.8%
Cash $519,851,097 15.6%
Corporate - Investment Grade $596,495,810 17.9%
Municipal Bonds $596,495,810 17.9%
Private Funds $493,192,067 14.8%
U.S. Government/Agency $439,874,006 13.2%
Total $3,332,378,828 100.0%

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