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AdvisorCensus / Financial advisors / North Carolina / Charlotte / New Republic Partners

New Republic Partners

Charlotte, NCSEC-registered investment adviserCRD 310907

Filed as NEW REPUBLIC PARTNERS · Legal name New Republic Capital, LLC

New Republic Partners is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

5 years
registered since 2020
$3,029,540,560
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is New Republic Partners compensated?

On its Form ADV (Item 5.E, October 2026), New Republic Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

Where is New Republic Partners located?

New Republic Partners' principal office is in Charlotte, NC, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

Is New Republic Partners registered with the SEC or a state?

New Republic Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310907.

How much does New Republic Partners manage?

New Republic Partners reports $3,029,540,560 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (65% discretionary).

How have New Republic Partners' assets and staff changed since 2021?

In the Form ADV data for New Republic Partners: Regulatory assets under management: $1,800,000,000 in the October 2021 data and $3,029,540,560 in the October 2026 data, up 68%. Total employees: 8 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does New Republic Partners serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (68); pooled investment vehicles (other than investment companies and business development companies) (23); individuals (other than high net worth individuals) (12).

Which custodians does New Republic Partners use?

New Republic Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does New Republic Partners report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310907

What changed in New Republic Partners' recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $2,506,624,237 to $3,029,540,560 (+21%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$3,029,540,560

$3,029,540,560 as of October 2026, filing dated March 30, 2026.

Discretionary: $1,966,183,898.Non-discretionary: $1,063,356,662.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 12 Assets $11,270,300 (0%)
High net worth individuals
Clients 68 Assets $901,441,668 (30%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 23 Assets $709,768,812 (23%)
Charitable organizations
Clients 2 Assets $348,434,365 (12%)
Corporations or other businesses not listed above
Clients 1 Assets $6,716,200 (0%)
Other
Clients 2 Assets $1,051,909,215 (35%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
New Republic Capital, LLC
Also doing business as
NEW REPUBLIC PARTNERS
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2020 (5 years)
Employees
Total: 28. Performing investment advisory functions: 21.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
4 other offices, as of the April 2026 filing
Chapel Hill, NCPawleys Island, SCRaleigh, NCRichmond, VA
States registered or notice-filed
9 states or jurisdictions
COFLGAMINCSCTNTXVA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$1.8B 2021 $1.68B 2022 $1.63B 2023 $2.28B 2024 $2.51B 2025 $3.03B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$3,029,540,56028March 30, 2026
October 2025$2,506,624,23727July 7, 2025
October 2024$2,281,146,45629September 19, 2024
October 2023$1,625,019,22421August 21, 2023
October 2022$1,676,596,60210May 23, 2022
October 2021$1,800,000,0008August 19, 2021

Regulatory assets under management: $1,800,000,000 in the October 2021 data and $3,029,540,560 in the October 2026 data, up 68%.

Total employees: 8 in October 2021 and 28 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $2,506,624,237 to $3,029,540,560 (+21%).
  2. November 2025
    • No longer lists an office in Charleston, SC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
newrepublicpartners.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. New Republic Partners (CRD 310907): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/new-republic-partners-charlotte-nc-310907