# NEW PARAGON, LLC

NEW PARAGON, LLC of SHAKER HEIGHTS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 110039
- Type: SEC-registered investment adviser
- SEC file number: 801-54375
- Location: 3401 TUTTLE ROAD, SUITE 290, SHAKER HEIGHTS, OH, 44122
- Phone: 216-491-3990
- Latest filing: 2024-07-09
- Regulatory AUM: $1.0B
- Discretionary AUM: $501.8M
- Non-discretionary AUM: $503.1M
- Clients: 25
- Accounts: 83

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| ESTEP STEPHEN CHAD | CHIEF COMPLIANCE OFFICER | — |
| SULLIVAN JENNIFER JOYCE | TREASURER AND CHIEF FINANCIAL OFFICER | — |
| DEMSEY HEDWIG TERESA | PRINCIPAL | — |
| SULLIVAN TERENCE | PRESIDENT | — |
| POWERS SUSANNE MARIE | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; VICE PRESIDENT, ASS'T. SECRETARY & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SULLIVAN TERENCE CONWAY | CO-PRESIDENT, ASS'T TREASURER & ASS'T SECRETARY; CO-PRESIDENT & SECRETARY; PRESIDENT & ASS'T TREASURER (+1 more) | — |
| JEMISON CHRISTINE LOUISE | CO-PRESIDENT & TREASURER; VICE PRESIDENT & TREASURER | — |
| SWAIN SCOTT JEFFREY | VICE PRESIDENT & SECRETARY | — |
| CLAIR CHRISTOPHER JOHN | CHIEF COMPLIANCE OFFICER; CO-CHIEF COMPLIANCE OFFICER | — |
| MUNI AMIT | CHIEF FINANCIAL OFFICER | — |
| AKINS SCOTT WILLIAM | GENERAL COUNSEL | — |
| MACALPINE KURT | CHIEF EXECUTIVE OFFICER | — |
| WATSON PETER YOSHI | HEAD OF ALTERNATIVES | — |
| STEGMOYER JOANNE FINLEY | SENIOR VICE PRESIDENT & ASSISTANT SECRETARY | — |
| Allburn Trevor Joseph | SENIOR VICE PRESIDENT & ASSISTANT TREASURER | — |
| Gullan Leonard Lawrence Curle | CHIEF OPERATING OFFICER | — |
| Holmberg Andrew Mark | HEAD OF SOLUTIONS | — |
| SILCOX JULIE LYNN | CHIEF MARKETING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110039/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110039/similar
- Related entities: https://search.stillhousedata.com/firm/110039/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110039

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.