FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC

Overview

First Citizens Institutional Asset Management, LLC is an institutional-focused adviser that concentrates on pooled investment vehicles and portfolio mandates for businesses or institutions. The firm is structured to serve institutional investors through private fund strategies, with a primary emphasis on private equity vehicles alongside allocations to real estate and private credit. Its advisory footprint is organized around managing and advising private funds rather than running retail discretionary wrap programs. The firm employs a fee model that combines a percentage of assets under management with performance-based fees, which is consistent with managers that oversee private funds and seek alignment with fund-level performance. First Citizens Institutional Asset Management is not positioned as an active ESG investor and does not register as a multi-state adviser. It maintains industry relationships across broker-dealers, banks, trust companies and insurance companies, which supports distribution, custody, product origination and institutional servicing for its fund clients.

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Investments & Alternatives

Location & Offices