← 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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 108 | 106 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.