SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
New Republic Partners
Charlotte, NC
New Republic Capital, LLC, CRD 310907
Firm filing updated March 30, 2026 ·
- $3BAssets
- 21Advisory staff
- 107Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals68
- Pooled vehicles23
- Individuals12
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 12 | $11.3 million |
| High net worth individuals | 68 | $901.4 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $709.8 million |
| Charitable organizations | Fewer than 5 clients | $348.4 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $6.7 million |
| Other: "FAMILY OFFICES" | Fewer than 5 clients | $1.1 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- 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 advisors (including private fund managers)
Assets and accounts
- Regulatory assets$3.0 billion
- Accounts107
- Discretionary$2.0 billion · 104 accounts
- Non-discretionary$1.1 billion · 3 accounts
People
- Employees28
- Advisory staff21
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: New Republic Capital, LLC SEC-registered investment advisor. CRD 310907, SEC file 801-119745.
- Registered with the SEC as an investment advisor (status date on record: November 6, 2020).
Is New Republic Partners a fiduciary?
Short answer: New Republic Partners is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.