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Private equityFirmfund of funds · probablelower middle market

NEW Falmouth, LLC

Private Equity

Shaker Heights, OH

Corient is a fee-only wealth management firm that offers ultra high net worth and uber high net worth individuals with solutions to simplify their wealth.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:2d08346a-c9dd-4da9-b4ce-9449b3f06a25

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 2:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 54
Dated events: 40
On other graphs: 4
Observed: Sep 13, 2026 to Sep 17, 2026
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

NEW Falmouth, LLC

Venture manager · shared crd

RIA / Wealth Managementidentity

NEW FALMOUTH, LLC

Registered adviser · shared crd

Private Creditidentity

NEW FALMOUTH, LLC

Private credit manager · shared crd

Real Estate Fundsidentity

NEW Falmouth, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 12
PE funds: 12
Vintages: 2000 to 2020
PE GAV, 2024 filing: $24.0Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $519M
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.21bn Private Equity Fund GAV on the Form ADV filed 2024-06-28
Latest ADV filing: Jun 28, 2024
Employees (ADV): 0
Website: corient.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Debt Opportunity Partners 2020	2020	Wound down	Private Equity Fund	n/a	$0
Venture Capital Investment Partners 2014, L.L.C	2014	Harvest	Private Equity Fund	n/a	$23.0M
Private Equity Capital Partners 2011 Lo, LLC	2011	Wound down	Private Equity Fund	n/a	$71,000
K.A. Energy Partners 2006, LLC	2006	Wound down	Private Equity Fund	n/a	$0
Private Equity Capital Partners 2005 Lincap Only, LLC	2005	Wound down	Private Equity Fund	n/a	$100,000
Private Equity Capital Partners 2005, LLC	2005	Harvest	Private Equity Fund	n/a	$987,000
Private Equity Capital Partners 2000, LLC	2000	Wound down	Private Equity Fund	n/a	$0
Private Equity Capital Partners 2000 Nq, LLC	2000	Wound down	Private Equity Fund	n/a	$0
K.A. Energy Partners, LLC	n/a	Wound down	Private Equity Fund	n/a	$551,000
Tower East Capital I, LLC	n/a	Unknown	Private Equity Fund	n/a	$0
Private Equity Capital Partners, LLC	n/a	Wound down	Private Equity Fund	n/a	$0
Lending Capital Fund, LLC	n/a	Wound down	Private Equity Fund	n/a	$0

Relationships

Firm member (1)

→ Corient IaFirmadviser
factDFX's own graph

Placement agent of (1)

→ Paragon AdvisorsFundThird party
Jan 1, 2016 to presentfactForm ADV

Employs (15)

→ Leonard Lawrence Curle GullanPersonChief Operating Officer
Jun 1, 2024 to presentfactForm ADV
→ Kurt MacalpinePersonChief Executive Officer
Jun 1, 2024 to presentfactForm ADV
→ Amit MuniPersonChief Financial Officer
Jun 1, 2024 to presentfactForm ADV
→ Stephen Chad EstepPersonChief Compliance Officer
Jun 1, 2024 to presentfactForm ADV
→ Andrew Mark HolmbergPersonHead Of Solutions
Jun 1, 2024 to presentfactForm ADV
→ Scott William AkinsPersonGeneral Counsel
Jun 1, 2024 to presentfactForm ADV
→ Julie Lynn SilcoxPersonChief Marketing Officer
Jun 1, 2024 to presentfactForm ADV
→ Peter Yoshi WatsonPersonHead Of Alternatives
Jun 1, 2024 to presentfactForm ADV
→ Christine Louise JemisonPersonCo-President & Secretary
Oct 1, 2007 to Jun 28, 2024inferenceForm ADV
→ Susanne Marie PowersPersonChief Compliance Officer
Feb 1, 2014 to Jun 28, 2024inferenceForm ADV
→ Joanne Finley StegmoyerPersonSenior Vice President & Assistant Treasurer
Dec 1, 2022 to Jun 28, 2024inferenceForm ADV
→ Trevor Joseph AllburnPersonSenior Vice President & Assistant Secretary
Dec 1, 2022 to Jun 28, 2024inferenceForm ADV
→ Terence Conway SullivanPersonCo-President & Treasurer
Oct 1, 1996 to Jun 28, 2024inferenceForm ADV
→ Scott Jeffrey SwainPersonSenior V.P. & Treasurer
Oct 1, 2007 to Mar 30, 2015inferenceForm ADV
→ Christopher John ClairPersonChief Compliance Officer
Aug 1, 2009 to Mar 4, 2014inferenceForm ADV

Manages (32)

→ Co-Investment Opportunity Fund 2019FundPrivate Equity Fund
Mar 25, 2020 to presentfactForm ADV
→ Private Credit Investment Fund 2016, LLCFundPrivate Equity Fund
Mar 27, 2017 to presentfactForm ADV
→ Private Equity Capital Partners 2018, LLCFundPrivate Equity Fund
Mar 27, 2019 to presentfactForm ADV
→ Debt Opportunity Partners 2020FundPrivate Equity Fund
Mar 26, 2021 to presentfactForm ADV
→ Co-Investment Opportunity Fund 2021, LLCFundPrivate Equity Fund
Mar 28, 2022 to presentfactForm ADV
→ Private Equity Capital Partners 2021, LLCFundPrivate Equity Fund
Mar 28, 2022 to presentfactForm ADV
→ TC Industrial Fund, LLCFundPrivate Equity Fund
Mar 28, 2022 to presentfactForm ADV
→ HEI Opportunity Fund, LLCFundPrivate Equity Fund
Mar 29, 2024 to presentfactForm ADV
→ Technology Opportunity Fund, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Tower East Capital I, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Private Equity Capital Partners 2000, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Private Equity Capital Partners 2008, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Private Equity Capital Partners 2000 Nq, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Private Equity Capital Partners, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Horizon Hedge Partners, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ K.A. Energy Partners, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ K.A. Energy Partners 2006, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ K.A. Energy Fund 2008, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Lending Capital Fund, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Market Dislocation Investment Fund, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Private Equity Capital Partners 2005, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Private Equity Capital Partners 2005 Lincap Only, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Private Equity Capital Partners 2011, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Private Equity Capital Partners 2011 Lo, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ International Strategies Fund, LLCFundHedge Fund
Mar 29, 2012 to presentfactForm ADV
→ Distressed Manager Investment Fund, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Evercore-Lexington Investment Fund, LLCFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Private Credit Investment Fund, LLCFundPrivate Equity Fund
Mar 28, 2013 to presentfactForm ADV
→ KA Energy Partners 2012, LLCFundPrivate Equity Fund
Mar 28, 2013 to presentfactForm ADV
→ Private Equity Capital Partners 2014, LLCFundPrivate Equity Fund
Mar 30, 2015 to presentfactForm ADV
and 2 more

Owns (5)

← Corient Management LLCFirmOwner
Dec 1, 2023 to presentfactForm ADV
← Corient Private Wealth LLCFirmOwner
May 1, 2024 to presentfactForm ADV
← Corient Partners LLCFirmOwner
Feb 1, 2022 to presentfactForm ADV
← Corient Holdings IncFirmOwner
Jul 1, 2023 to presentfactForm ADV
← CI Financial Corp.FirmOwner
Nov 1, 2019 to presentfactForm ADV

Dated events

16 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 1, 2026
Firm news
Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion
The subject's own siteobserved 3 days ago
Occurred
May 13, 2026
Firm news
Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest
The subject's own siteobserved 3 days ago
Occurred
Apr 16, 2026
Firm news
Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group
The subject's own siteobserved 3 days ago
Occurred
Apr 9, 2026
Firm news
Corient Announces Acquisition of Vivaldi Capital Management
The subject's own siteobserved 3 days ago
Occurred
Sep 4, 2025
Firm news
Corient Acquires Breed’s Hill Capital, a Premier Wealth Advisor Providing Dedicated Service to Ultra-High-Net-Worth Families
The subject's own siteobserved 3 days ago
Occurred
Feb 6, 2025
Firm news
Corient Acquires Rootstock, an Ultra-High-Net-Worth Pittsburgh-Based RIA with Approximately $600 Million in Assets Under Management
The subject's own siteobserved 3 days ago
Occurred
Jan 15, 2025
Firm news
Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities
The subject's own siteobserved 3 days ago
Occurred
Dec 17, 2024
Firm news
Corient to Acquire H.M. Payson, Maine's Largest Registered Investment Advisor
The subject's own siteobserved 3 days ago
Occurred
Nov 1, 2024
Firm news
Corient Acquires $1.8-Billion Ensemble Capital, Bolstering California Presence
The subject's own siteobserved 3 days ago
Occurred
Jun 28, 2024
Person left
Terence Conway Sullivan (Co-President & Treasurer) no longer on Schedule A of NEW Falmouth, LLC
Form ADVobserved 6 days ago
Occurred
Jun 28, 2024
Person left
Christine Louise Jemison (Co-President & Secretary) no longer on Schedule A of NEW Falmouth, LLC
Form ADVobserved 6 days ago
Occurred
Jun 28, 2024
Person left
Trevor Joseph Allburn (Senior Vice President & Assistant Secretary) no longer on Schedule A of NEW Falmouth, LLC
Form ADVobserved 6 days ago
Occurred
Jun 28, 2024
Person left
Joanne Finley Stegmoyer (Senior Vice President & Assistant Treasurer) no longer on Schedule A of NEW Falmouth, LLC
Form ADVobserved 6 days ago
Occurred
Jun 28, 2024
Person left
Susanne Marie Powers (Chief Compliance Officer) no longer on Schedule A of NEW Falmouth, LLC
Form ADVobserved 6 days ago
Occurred
Jun 1, 2024
Person joined
Amit Muni joined Schedule A of NEW Falmouth, LLC as Chief Financial Officer
Form ADVobserved 6 days ago
Occurred
Jun 1, 2024
Person joined
Kurt Macalpine joined Schedule A of NEW Falmouth, LLC as Chief Executive Officer
Form ADVobserved 6 days ago
Occurred
Jun 1, 2024
Person joined
Peter Yoshi Watson joined Schedule A of NEW Falmouth, LLC as Head Of Alternatives
Form ADVobserved 6 days ago
Occurred
Jun 1, 2024
Person joined
Scott William Akins joined Schedule A of NEW Falmouth, LLC as General Counsel
Form ADVobserved 6 days ago
Occurred
Jun 1, 2024
Person joined
Andrew Mark Holmberg joined Schedule A of NEW Falmouth, LLC as Head Of Solutions
Form ADVobserved 6 days ago
Occurred
Jun 1, 2024
Person joined
Leonard Lawrence Curle Gullan joined Schedule A of NEW Falmouth, LLC as Chief Operating Officer
Form ADVobserved 6 days ago
Occurred
Jun 1, 2024
Person joined
Stephen Chad Estep joined Schedule A of NEW Falmouth, LLC as Chief Compliance Officer
Form ADVobserved 6 days ago
Occurred
Jun 1, 2024
Person joined
Julie Lynn Silcox joined Schedule A of NEW Falmouth, LLC as Chief Marketing Officer
Form ADVobserved 6 days ago
Occurred
Dec 1, 2022
Person joined
Trevor Joseph Allburn joined Schedule A of NEW Falmouth, LLC as Senior Vice President & Assistant Secretary
Form ADVobserved 6 days ago
Occurred
Dec 1, 2022
Person joined
Joanne Finley Stegmoyer joined Schedule A of NEW Falmouth, LLC as Senior Vice President & Assistant Treasurer
Form ADVobserved 6 days ago

Show 16 bookkeeping events

Occurred
Sep 1, 2026
Adviser CRD 122268 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Mar 29, 2024
Fund 805-7486521517 no longer reported on Form ADV by NEW Falmouth, LLC
Occurred
Mar 29, 2024
Fund 805-9737539605 no longer reported on Form ADV by NEW Falmouth, LLC
Occurred
Mar 29, 2024
Fund 805-7247100295 no longer reported on Form ADV by NEW Falmouth, LLC
Occurred
Mar 29, 2024
HEI Opportunity Fund, LLC first reported on Form ADV by NEW Falmouth, LLC (Private Equity Fund), GAV $7,633,000
Occurred
Mar 27, 2023
Fund 805-4085721919 no longer reported on Form ADV by NEW Falmouth, LLC
Occurred
Mar 28, 2022
Private Equity Capital Partners 2021, LLC first reported on Form ADV by NEW Falmouth, LLC (Private Equity Fund), GAV $9,650,000
Occurred
Mar 28, 2022
TC Industrial Fund, LLC first reported on Form ADV by NEW Falmouth, LLC (Private Equity Fund), GAV $11,950,000
Occurred
Mar 28, 2022
Co-Investment Opportunity Fund 2021, LLC first reported on Form ADV by NEW Falmouth, LLC (Private Equity Fund), GAV $11,409,000
Occurred
Mar 26, 2021
Debt Opportunity Partners 2020 first reported on Form ADV by NEW Falmouth, LLC (Private Equity Fund), GAV $8,022,000
Occurred
Mar 26, 2021
Fund 805-4171326123 no longer reported on Form ADV by NEW Falmouth, LLC
Occurred
Mar 25, 2020
Co-Investment Opportunity Fund 2019 first reported on Form ADV by NEW Falmouth, LLC (Private Equity Fund), GAV $16,093,000
Occurred
Mar 27, 2019
Fund 805-8519884216 no longer reported on Form ADV by NEW Falmouth, LLC
Occurred
Mar 27, 2019
Private Equity Capital Partners 2018, LLC first reported on Form ADV by NEW Falmouth, LLC (Private Equity Fund), GAV $13,375,000
Occurred
Mar 27, 2019
Fund 805-1580809851 no longer reported on Form ADV by NEW Falmouth, LLC
Occurred
Mar 27, 2019
Fund 805-1785620135 no longer reported on Form ADV by NEW Falmouth, LLC

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Leonard Lawrence Curle Gullan (Chief Operating Officer), Kurt Macalpine (Chief Executive Officer), Amit Muni (Chief Financial Officer), Stephen Chad Estep (Chief Compliance Officer), Andrew Mark Holmberg (Head Of Solutions), Scott William Akins (General Counsel), Julie Lynn Silcox (Chief Marketing Officer), Peter Yoshi Watson (Head Of Alternatives).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:2d08346a-c9dd-4da9-b4ce-9449b3f06a25
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEW Falmouth, LLC

Private Equity

Shaker Heights, OH

Corient is a fee-only wealth management firm that offers ultra high net worth and uber high net worth individuals with solutions to simplify their wealth.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:2d08346a-c9dd-4da9-b4ce-9449b3f06a25

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 2:01 PM UTC and rebuilt at most every 15 minutes.