FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC
NEW YORK, NYCRD 285836Latest ADV March 30, 2026
First Citizens Institutional Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $829M in regulatory assets under management, 25 employees, 12 offices, and 2 accounts.
Assets Under Management
$829M
Employees
25
Offices
12 offices
Total Clients
<5
Primary office
NEW YORK, NY
11 WEST 42ND STREET, 11TH FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$829Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$829M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$829M
Total Accounts2
10Y AUM Change+$829M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee0:1
10Y Employee Change+12 (+92.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.