Data / Investment advisers / North Carolina / New Republic Partners
New Republic Partners, Charlotte, NC: $3 billion AUM, SEC registered investment adviser
New Republic Partners is an SEC registered investment adviser with its main office in Charlotte, North Carolina and reports $3 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 13 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 310907
- SEC file number
- 801-119745
- SEC status
- Approved, effective November 6, 2020
- Legal name
- New Republic Capital, LLC
- Main office
- 521 East Morehead Street Suite 100, Charlotte, NC 28202
- Phone
- (704) 626-1526
- Website
- newrepublicpartners.com
- Regulatory AUM
- $3,029,540,560 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $1,966,183,898
- Non discretionary AUM
- $1,063,356,662
- Accounts
- 107
- Employees
- 28, of which 21 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 13: 10 private equity funds, 3 other private funds
- Gross assets of private funds
- $721,653,781
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 68 | $901.4 million |
| Pooled investment vehicles | 23 | $709.8 million |
| Charitable organizations | 2 | $348.4 million |
| Individuals (other than high net worth individuals) | 12 | $11.3 million |
| Corporations or other businesses | 1 | $6.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.03 billion | March 30, 2026 |
| December 1, 2025 | $2.51 billion | October 24, 2025 |
Other advisers in Charlotte
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alumina Investment Management | Charlotte | $5.26 billion | Not listed | adviserinfo.sec.gov |
| Bragg Financial Advisors Inc | Charlotte | $4.67 billion | Not listed | adviserinfo.sec.gov |
| Falfurrias Management Partners LP | Charlotte | $3.71 billion | 6 | adviserinfo.sec.gov |
| Biltmore Family Office, LLC | Charlotte | $3.47 billion | Not listed | adviserinfo.sec.gov |
| Colony Family Offices, LLC | Charlotte | $3.36 billion | Not listed | adviserinfo.sec.gov |
| Novare Capital Management | Charlotte | $1.92 billion | Not listed | adviserinfo.sec.gov |
| Carousel Capital Management Company, L.P. | Charlotte | $1.91 billion | 10 | adviserinfo.sec.gov |
| Linden Thomas Advisory Services, LLC | Charlotte | $1.77 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charlotte, NC
- Investment advisers in North Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- New Republic Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.