Paradigm Operations Lp

CRD#299210
Investment Advisor Firm

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Learn more about Paradigm Operations Lp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Paradigm Operations Lp operates as an advisory firm based in San Francisco, California. The firm manages $8.7 billion in assets across five accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). The firm has an average-sized team, including 14 financial advisors. Paradigm Operations Lp is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like equities, bonds and options.

    Paradigm Operations Lp manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell judgments without needing the client's permission. Paradigm Operations Lp oversees roughly $1.7 billion for each customer account. The average financial advisor at Paradigm Operations Lp manages fewer than one client account, making it one of the most personalized firms in the country.

    The firm's central office is located at 548 Market Street, San Francisco, California 94104.

    Assets Under Management

    $8.7 billion

    Number of Advisors

    14

    Disclosures

    No

    Office Location

    548 Market Street
    San Francisco, CA 94104

    Paradigm Operations Lp by the Numbers

    Total Assets Under Management

    $8.7 billion

    National Average: $8.6 billion
    Total Number of Employees

    73

    National Average: 64
    Total Number of Accounts

    5

    National Average: 375,227
    Average Account Size

    $1.7 billion

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees usually are based on the type of services provided. However, fee types billed by the firm may include the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The company provides services to pooled investment vehicles. Out of its five clients, Paradigm Operations Lp's largest client group is pooled investment vehicles. About 40% of the firm's accounts are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Paradigm Operations Lp does not have any disclosures.

    Please visit its Form ADV for more details.

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