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Building 2NEW REPUBLIC PARTNERS

Map pinCHARLOTTE, NC
Phone704-626-1526
NotebookSEC #801-119745
Total AUM
$3B
Employees
28
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
521 EAST MOREHEAD STREET
SUITE 100
CHARLOTTE
NC 28202
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
704-626-1526
Other Offices
5

ReceiptFinancials

Total AUM
$3B
Accounts
107
Discretionary
$2B
Accounts
104
Non-Discretionary
$1.1B
Accounts
3

ContactClients

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Individual Clients
12
AUM
$11.3M
HNW Individual Clients
68
AUM
$901.4M
Pooled Vehicle Clients
23
AUM
$709.8M
Charitable Organization Clients
2
AUM
$348.4M
Corporation or Business Clients
1
AUM
$6.7M
Other Clients
2
AUM
$1.1B
Description of Other Clients
FAMILY OFFICES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAMINCSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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