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⚲
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| First Citizens Institutional Asset Management LLC
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| |
|---|---|
| CRD # | 285836 |
| SEC # | 801-110171 |
| CIK # | |
| AUM | $910.9 MM (2024-03-29) |
| Employees | 21 (67% Investors, 5% Brokers) |
| Phone | 212-461-5761 |
| Address | 11 West 42nd Street New York, NY 10036 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | CIT Northbridge Credit LLC | 2017-07-18 | 910.9 | |
| SA | CIT CLO I Ltd | 2012-02-14 | 0.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 910.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 910.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 910.9 |
| Total | 1 | 910.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 910.9 | |
| Total | 1 | 910.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Cypress Funds LLC
✚
|
CA | 0.9 |
|
Archon Partners LLC
✚
|
NJ | 0.9 |
|
Strategy Capital LLC
✚
|
CA | 0.9 |
|
Dynasty Wealth Management LLC
✚
|
FL | 0.9 |
|
Simcoe Capital Management LLC
✚
|
NY | 0.9 |
|
Coinfund Management LLC
✚
|
NY | 0.9 |
|
Ardmore Road Asset Management LP
✚
|
NY | 0.9 |
|
Acuitas Investments LLC
✚
|
WA | 0.9 |
|
AWM Investment Company Inc
✚
|
NY | 0.9 |
|
Praesidium Investment Management Company LLC
✚
|
NY | 0.9 |