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Senior Portfolio Manager and Shareholder · Paradigm Asset Management

Jeffrey E. Marcus

CRD 4662681 · Named on Form ADV at one SEC-registered adviser

At a glance

Paradigm Asset Management, an SEC-registered asset manager based in White Plains, NY with $442 million in regulatory assets, lists Jeffrey E. Marcus on its Form ADV as Senior Portfolio Manager and Shareholder, a control person.

Firms and roles

  • Paradigm Asset ManagementSenior Portfolio Manager and ShareholderAsset manager · White Plains, NY · $442M in regulatory assets

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James E. FrancisManaging Member, Chief Executive Officer and Chief Investment Officer and Shareholder, Paradigm Asset Management
  • Gregory PaiSenior Managing Director and Chief Compliance Officer and Shareholder, Paradigm Asset Management
  • Odalisse M. SosaChief Administrative Officer and Shareholder, Paradigm Asset Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.