← Tributary

ORMONDE INVESTMENT MANAGEMENT, LLC

DALLAS, TX · CRD 313328 · IAPD ↗ · ormondeinvestments.com · +1 833 689 6003

$105.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
August 2026 — ORMONDE INVESTMENT MANAGEMENT, LLC changed its website from ormondepartners.com to ormondeinvestments.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
August 2026 — ORMONDE INVESTMENT MANAGEMENT, LLC moved its main office from AYLSHAM, to DALLAS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
15
April 2026 — ORMONDE INVESTMENT MANAGEMENT, LLC moved its main office from LONDON, to AYLSHAM, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
April 2026 — ORMONDE USA LLC is now doing business as ORMONDE INVESTMENT MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
20
March 2025 — ORMONDE USA LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
March 2025 — ORMONDE USA LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
15
April 2024 — ORMONDE USA LLC reported RAUM down 46% ($155.2M -> $84.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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