NEW REPUBLIC PARTNERS
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
FINTRXOverview
New Republic Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm functions as a capital allocator for a mix of individual, family and institutional clients, offering financial planning and discretionary and non-discretionary portfolio management across individuals, pooled vehicles and institutions. Its advisory services include selecting external managers and sponsoring or acting as general partner/managing member of pooled investment vehicles. Fee arrangements are flexible and include asset‑based fees, fixed fees and performance‑linked fees. The firm does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds39%
- Exchange Traded Equities28%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
- US Government Bonds4%
Owners & executives
2 of 2THOMAS HOOPS
Chief Executive OfficerCRD 5156895
ZELLE DUNN
Chief Operating OfficerCRD 3232933
Contacts
3 of 8DAVID ROUTH
Managing DirectorCRD 5702755
Christopher Scott
Director of Investment ResearchCRD 7343136
LEE TILLER
Client AdvisorCRD 6403010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 149Active vs passive
$124M in ETFs
59%
$73.3M
39%
$51M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GMO US QUALITY ETF (QLTY) | GMO | Active | Large Blend | $18.3M | 505,014 | 14.72% |
Location
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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