← Tributary

NEW FALMOUTH, LLC

SHAKER HEIGHTS, OH · CRD 122268 · IAPD ↗ · corient.com · 216-491-3990

$519.1MRegulatory AUM
0Advisory reps
0Employees
0Clients
n/aPlanning clients
37Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
October 2024 — NEW FALMOUTH, LLC (SHAKER HEIGHTS, OH) left the SEC roster (was $519.1M RAUM, 0 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
13
July 2024 — NEW FALMOUTH, LLC changed its website from paragonadvisors.net to corient.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
43
June 2024 — FALMOUTH INVESTMENT COMPANY, INC. is now doing business as NEW FALMOUTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.