Punita Kumar-Sinha
Punita Kumar-Sinha is a CFA-designated registered investment advisor at Pacific Paradigm Advisors LLC, based in Wellesley, MA, with 11 years of industry experience. Punita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $2.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Paradigm Advisors (PPA) manages a pooled investment fund, The Asia Opportunities Fund (AOF). Currently, AOF has waived all management fees. If AOF accepts investments from external investors in the future, it may charge a performance fee. PPA would disclose the performance fee to investors before they invest.
Location
Wellesley, MA
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Regulatory History (1)
Financial
June 2025Other Business ActivitiesSells Insurance
Punita is a member and manager of Puja Holdings LLC, which is a member of Pacific Paradigm Advisors LLC, and serves as director for several businesses, dedicating minimal time to a few hours per week to each. She also works as an individual consultant, taking about a quarter of her time, and is involved with various advisory roles and boards.
Employment History
Current Registrations
Pacific Paradigm Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.