New Republic Partners

RIASEC RegisteredEst. 2020
Total AUM
$3B
Discretionary
$2B
65% of AUM
Avg account
$28.3M
Accounts
107
Employees
28
Advisory reps
10

Firm details

Headquarters
Charlotte, North Carolina
CRD number
310907
Registered since
November 6, 2020
Website
newrepublicpartners.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Other34.72%
  • HNWI29.76%
  • Pooled Investment Vehicles23.43%
  • Charitable Organizations11.5%
  • Individuals0.37%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

New Republic Partners LLC is an SEC-registered independent registered investment adviser that began SEC registration in 2020. The firm functions as a capital allocator for both individual/family and institutional clients, offering financial planning and portfolio management across individuals, small businesses, pooled investment vehicles, and institutional mandates. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. The firm is not identified as an active ESG investor. Its activities include selecting other advisers and sponsoring or serving as GP/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 39%, Exchange Traded Equities 28%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 7%, US Government Bonds 4%, State & Local Bonds 3%, Non-Exchange Traded Equities 2%, Investment Grade Corp Bonds 1%39%
  • Private Funds39%
  • Exchange Traded Equities28%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents7%
  • US Government Bonds4%

Owners & executives

2 of 2
  • Thomas Hoops

    Thomas Hoops

    Chief Executive OfficerCRD 5156895

  • Zelle Dunn

    Zelle Dunn

    Chief Operating OfficerCRD 3232933

Contacts

3 of 8

  • David Routh

    Managing DirectorCRD 5702755

  • Christopher Scott

    Christopher Scott

    Director of Investment ResearchCRD 7343136

  • Lee Tiller

    Lee Tiller

    Client AdvisorCRD 6403010

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 161

Active vs passive

$153M in ETFs

Passive

59%

$89.7M

Active

39%

$62.9M

ETFProviderStyleCategoryValueShares% of portfolio
GMO US QUALITY ETF (QLTY)GMOActiveLarge Blend$22.4M536,07514.65%
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Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
521 E Morehead St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth