# New Republic Partners

> 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.

- CRD: 310907
- Filed as: NEW REPUBLIC PARTNERS
- Legal name: New Republic Capital, LLC
- Also doing business as: NEW REPUBLIC PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310907
- AdvisorCensus page: https://advisorcensus.com/firm/new-republic-partners-charlotte-nc-310907

## Quick answers

**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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,029,540,560
- Discretionary: $1,966,183,898
- Non-discretionary: $1,063,356,662

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 28 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, GA, MI, NC, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chapel Hill, NC
- Pawleys Island, SC
- Raleigh, NC
- Richmond, VA

### Websites listed on Form ADV (Item 1.I)
- newrepublicpartners.com
- LinkedIn @new-republic-partners
- X @newrepublicpart

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,800,000,000 | 8 | August 19, 2021 |
| October 2022 | $1,676,596,602 | 10 | May 23, 2022 |
| October 2023 | $1,625,019,224 | 21 | August 21, 2023 |
| October 2024 | $2,281,146,456 | 29 | September 19, 2024 |
| October 2025 | $2,506,624,237 | 27 | July 7, 2025 |
| October 2026 | $3,029,540,560 | 28 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,506,624,237 to $3,029,540,560 (+21%).

### November 2025
- No longer lists an office in Charleston, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Republic Partners (CRD 310907): Form ADV filing data as of October 2026.