← Directory
NEW REPUBLIC PARTNERS
Legal name: NEW REPUBLIC CAPITAL, LLC
CRD 310907File 801-119745
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.03B
Top 25% of cohort (national)
Discretionary AUM
$1.97B
Non-discretionary $1.06B
Clients
106
107 accounts
Employees
28
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 6, 2020
- Principal office
- 521 EAST MOREHEAD STREET, SUITE 100, CHARLOTTE, NC, 28202
- Phone
- 704-626-1526
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.03B
- Discretionary AUM
- $1.97B
- Non-discretionary AUM
- $1.06B
- Discretionary accounts
- 104
- Non-discretionary accounts
- 3
- Total accounts
- 107
- AUM per client
- $28.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.7M |
| Charitable organizations | Fewer than 5 | $348.4M |
| High net worth individuals | 68 | $901.4M |
| Pooled investment vehicles | 23 | $709.8M |
| Individuals (other than high net worth individuals) | 12 | $11.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 108 | 106 | decreased by2 |
| Apr 1, 2026 | Employees | 27 | 28 | increased by1 |
| Apr 1, 2026 | Clients | 101 | 108 | increased by7 |
| Apr 1, 2026 | AUM | $2,506,624,237 | $3,029,540,560 | increased by$522,916,323 |
| Apr 1, 2026 | Accounts | 101 | 107 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 27 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 43 | 101 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,676,596,602 | $2,506,624,237 | increased by$830,027,635 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 125 | 101 | decreased by24 |
| May 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2022 | Clients | 29 | 43 | increased by14 |
| May 1, 2022 | AUM | $1,573,041,013 | $1,676,596,602 | increased by$103,555,589 |
| May 1, 2022 | Accounts | 51 | 125 | increased by74 |
| Feb 1, 2022 | Employees | 9 | 8 | decreased by1 |
| Dec 1, 2021 | Employees | 8 | 9 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEW REPUBLIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEW REPUBLIC” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.