First Citizens Institutional Asset Management, LLC

Overview

First Citizens Institutional Asset Management, LLC is an SEC-registered limited liability company that operates as a private equity fund manager serving institutional clients. The firm was registered in 2017 and focuses on portfolio management for pooled investment vehicles and for businesses or institutional investors. Its fee model combines a percentage-of-assets component with performance-based fees, consistent with private fund economics. The firm is not structured as a capital allocator; rather, it directly advises private funds. It does not identify as an active ESG investor and does not operate as a multi-state or newly formed adviser. Industry relationships include affiliations with broker-dealers, other investment advisers, banking or thrift institutions, a trust company, and an insurance company, which can support distribution, custody, and product intermediation.

Assets & Accounts

Investments & Alternatives