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Building 2NEW FALMOUTH, LLC

Map pinSHAKER HEIGHTS, OH
Phone216-491-3990
NotebookSEC #801-61436
Total AUM
$519.1M
Employees
0
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3401 TUTTLE ROAD
SUITE 290
SHAKER HEIGHTS
OH 44122
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
216-491-3990

ReceiptFinancials

Total AUM
$519.1M
Accounts
37
Discretionary
$519.1M
Accounts
37
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
36
AUM
$519.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionOther ServicesPooled Vehicle Portfolio Management
Other Services
SELECTION OF INVESTMENT MANAGERS
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FIXED ORGANIZATION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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