{
  "crd_number": 310907,
  "slug": "new-republic-partners-charlotte-nc-310907",
  "primary_business_name": "NEW REPUBLIC PARTNERS",
  "legal_name": "NEW REPUBLIC CAPITAL, LLC",
  "dbas": [
    "NEW REPUBLIC PARTNERS"
  ],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-11-06",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 3029540560.0,
  "raum_discretionary": 1966183898.0,
  "raum_non_discretionary": 1063356662.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 28,
  "advisory_employees": 21,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 1051909215.0,
      "count": 2,
      "description": "FAMILY OFFICES",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 348434365.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 11270300.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 901441668.0,
      "count": 68
    },
    "pooled_investment_vehicles": {
      "raum": 709768812.0,
      "count": 23
    },
    "corporations_other_businesses": {
      "raum": 6716200.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "GA",
    "MI",
    "NC",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/company/new-republic-partners",
    "https://newrepublicpartners.com",
    "https://twitter.com/newrepublicpart"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310907",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/new-republic-partners-charlotte-nc-310907",
  "display_name": "New Republic Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. New Republic Partners (CRD 310907): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is New Republic Partners compensated?",
      "a": "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. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is New Republic Partners located?",
      "a": "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)."
    },
    {
      "q": "Is New Republic Partners registered with the SEC or a state?",
      "a": "New Republic Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310907."
    },
    {
      "q": "How much does New Republic Partners manage?",
      "a": "New Republic Partners reports $3,029,540,560 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (65% discretionary)."
    },
    {
      "q": "How have New Republic Partners' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does New Republic Partners serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does New Republic Partners use?",
      "a": "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."
    },
    {
      "q": "Does New Republic Partners report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in New Republic Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $2,506,624,237 to $3,029,540,560 (+21%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1800000000.0,
      "total_employees": 8,
      "filing_date": "2021-08-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1676596602.0,
      "total_employees": 10,
      "filing_date": "2022-05-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1625019224.0,
      "total_employees": 21,
      "filing_date": "2023-08-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2281146456.0,
      "total_employees": 29,
      "filing_date": "2024-09-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2506624237.0,
      "total_employees": 27,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3029540560.0,
      "total_employees": 28,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,506,624,237 to $3,029,540,560 (+21%)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "No longer lists an office in Charleston, SC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/new-republic-partners-charlotte-nc-310907.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 11270300.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 68,
      "fewer_than_5": false,
      "raum": 901441668.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 709768812.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 348434365.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 6716200.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1051909215.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310907",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}