Pacific Paradigm Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,997,655
Total clients
1
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
1
Average account size
$2,997,655
About
Pacific Paradigm Advisors LLC primarily provides investment management to a single pooled vehicle, the Asia Opportunities Fund (AOF), and offers consulting services to third parties, including other investment advisers (Affiliate Partners). The firm does not provide portfolio management for individual clients or maintain a base of retail or high-net-worth individual investors.
The firm’s investment approach centers on Asia ex-Japan equity markets, using bottom-up stock selection supported by fundamental and quantitative analysis to construct an all-cap portfolio of roughly 40–60 positions; AOF typically runs a 60–80% net long exposure and employs tactical shorting, derivatives and options when appropriate. Emphasis is placed on company-level research, direct engagement with management in the region, systematic screens to narrow candidates, and explicit risk-management disciplines around position sizing, liquidity and sector/stock limits.
Compared with peers, PPA’s business is notable for serving and managing private pooled vehicles and for providing consulting and referral-type arrangements to other advisers, including potential compensation from affiliate partners in cash, equity or incentive instruments; it also has an affiliation with a separate investment-management entity that operates in India. The firm is currently in the process of winding down its business and currently manages only AOF, which has limited external assets under management and has at times waived management fees pending potential external subscriptions.
Client services
Expertise
Fee options
Performance fees may be assessed if and when The Asia Opportunities Fund accepts subscriptions from external investors; specific fee not stated and only charged to qualified clients
Account minimum: $250,000 (may be waived at discretion)
Main office location
Pacific Paradigm Advisors LLC
Wellesley MA, United States
Number of offices
2
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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