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Punita Kumar-sinha

Pacific Paradigm Advisors LLC

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About Punita Kumar-sinha

Punita Kumar-sinha is an Investment Advisor Representative at Pacific Paradigm Advisors LLC. Punita has been in the industry since 1997. Punita holds a Series 7 and Series 63 license. Punita is also a Chartered Financial Analyst. Prior to joining Pacific Paradigm Advisors LLC, Punita was employed by Blackstone Advisory Partners L.P., Oppenheimer & Co. Inc., and CIBC World Markets Corp. Punita is a founding member and part owner of Paradigm ARQ, an Indian entity formed to provide investment management services to Indian-based clients. Punita is also a founding advisor to Green Frontier Capital, a sustainable and green venture capital firm.

Firm Information

Punita Kumar-sinha is currently registered with Pacific Paradigm Advisors LLC. Pacific Paradigm Advisors LLC is an investment adviser with 2 investment adviser representatives. They provide consulting services and portfolio management for pooled investment vehicles. Their regulatory assets under management total $1,962,776. They have 1 client in the pooled investment vehicle category, with assets under management totaling $1,962,776.

$1.96M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fees, in the form of cash or equity

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Punita Kumar-sinha’s Registration & Firm History

MA

11/18/2014 - Present

Pacific Paradigm Advisors LLC (WELLESLEY MA)

NY

10/22/2007 - 12/21/2011

BLACKSTONE ADVISORY PARTNERS L.P. (NEW YORK NY)

NY

06/27/2003 - 12/08/2005

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

08/20/1997 - 06/05/2003

CIBC WORLD MARKETS CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Punita Kumar-sinha.
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