New Republic Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 30, 2026, reports $3.0B in regulatory assets under management, 28 employees, 5 offices, and 107 accounts.
Assets Under Management
$3.0B
Employees
28
Offices
5 offices
Total Clients
108
Primary office
CHARLOTTE, NC
521 EAST MOREHEAD STREET, SUITE 100, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.0% of total clients.
Top client categories% of clientsClients
1
HNWI
63.0%
68
2
Pooled Investment Vehicles
21.3%
23
3
Individuals
11.1%
12
4
Charitable
1.9%
2
5
FAMILY OFFICES
1.9%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 30, 2026
Discretionary64.9%
$2.0B
65% of total RAUM64.9%
Non-discretionary35.1%
$1.1B
35% of total RAUM35.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.0B
Total Accounts107
10Y AUM Change+$3.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee4:1
10Y Employee Change+28
* 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.