Republic Square

RIASEC Registered
Total AUM
$102M
Discretionary
$102M
100% of AUM
Avg account
$17.1M
Accounts
6
Employees
9
Advisory reps
3

Firm details

Headquarters
Austin, Texas
CRD number
305018
Registered since
July 25, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPublication of Periodicals

Firm profile

FINTRX

Overview

Republic Square is a privately held limited liability company that operates as a fund sponsor and manager for pooled investment vehicles. The firm is registered with the SEC (2023) and serves institutional clients, charging a mix of asset-based fees and performance-linked fees. Republic Square's regulatory and operating profile indicates it acts as a general partner/sponsor and managing member for pooled vehicles and engages in portfolio management for those vehicles; it also produces periodicals or newsletters. The firm does not identify as an active ESG investor and is focused on single-state operations rather than a multi-state advisory footprint.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
812 San Antonio St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth