NEW REPUBLIC PARTNERS

NEW REPUBLIC CAPITAL, LLC

CRD 310907 · SEC 801-119745

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521 EAST MOREHEAD STREET, SUITE 100, CHARLOTTE, NC, 28202, United States

Phone

704-626-1526

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.03B

Discretionary AUM

$1.97B

Team

28 total employees; 21 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	12	$11.3M
High net worth individuals	68	$901.4M
Pooled investment vehicles	23	$709.8M
Charitable organizations	2	$348.4M
Corporations/business entities	1	$6.7M

States served

CO, GA, MI, NC, SC, TN, VA, TX, FL

All web addresses on file

https://twitter.com/newrepublicpart/
HTTPS://www.newrepublicpartners.com
https://linkedin.com/company/new-republic-partners/

Official SEC filing: View on IAPD