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| Happy Holidays!! thanks for using AUM13F!! |
| First Citizens Institutional Asset Management LLC
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| CRD # | 285836 |
| SEC # | 801-110171 |
| CIK # | |
| AUM | $815.0 M (2025-06-06) |
| Employees | 28 (57% Investors, 11% Brokers) |
| Phone | 212-461-5761 |
| Address | 11 West 42nd Street New York, NY 10036 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Sixty First Commercial Finance LLC | 2025-06-06 | 188.5 | |
| Other | CIT Northbridge Credit LLC | 2017-07-18 | 626.5 | |
| SA | CIT CLO I Ltd | 2012-02-14 | 0.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 815.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 815.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2 | 815.0 |
| Total | 2 | 815.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 815.0 | |
| Total | 2 | 815.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fort Baker Capital Management LP
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|
CA | 0.8 |
|
Adar1 Capital Management LLC
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|
TX | 0.8 |
|
Crow's Nest Holdings LP
✚
|
VA | 0.8 |
|
Pinnbrook Capital Management LP
✚
|
NY | 0.8 |
|
Lykos Global Management LP
✚
|
CT | 0.8 |
|
Capeview Capital LLP
✚
|
0.8 | |
|
Affinity Asset Advisors LLC
✚
|
NY | 0.8 |
|
The Cypress Funds LLC
✚
|
CA | 0.8 |
|
Enhalus Capital LP
✚
|
NY | 0.8 |
|
BWCP LP
✚
|
TX | 0.8 |