First Republic Investment Management Inc

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Assets, Funds, Holdings

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First Republic Investment Management Inc
CRD #108559
SEC #801-56293
CIK #0001418204
AUM $139.5 BB (2023-03-27)
Employees 838 (65% Investors, 70% Brokers)
Phone415-392-1400
Address111
San Francisco, CA 94111-5602
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
14011284562801999200720152024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
ANET 29.4 1.9
AAPL 2,382.8 1.8
MSFT 1,918.2 1.7
AMZN 1,093.0 0.6
GOOGL 1,475.1 0.6
NVDA 399.6 0.6
AVGO 201.3 0.5
PEP 226.8 0.5
CVX 294.6 0.4
V 419.3 0.4
View All
Holdings by Sector ($BB)
504030201002011201520192024
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Eagle - Bridge SFR Fund IV Access Fund LP [2023-03-27] 0.0 57.0
PE Eagle - GA Beyondnetzero Companion Access Fund LP [2023-03-27] 0.0 5.8
PE Eagle - GA Beyondnetzero Companion Offshore Access Fund LP [2023-03-27] 0.0 2.4
VC Eagle - Galaxy KP 2022 Fund LLC [2023-03-27] 60.0 57.6
PE Eagle - Galaxy Opportunistic Private Fund LLC [2023-03-27] 112.6 109.6
PE Eagle - Hamilton Lane Secondary VI Access Fund LP [2023-03-27] 0.0 0.0
PE Eagle - Hamilton Lane Secondary VI Offshore Access Fund LP [2023-03-27] 0.0 0.0
PE Eagle - Hunter Point Capital Access Fund LP [2023-03-27] 0.0 0.0
PE Eagle - Hunter Point Capital Offshore Access Fund LP [2023-03-27] 0.0 0.0
HF Eagle - Inclusive Capital Partners Spring II Offshore Access Fund LP [2023-03-27] 0.0 14.4
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 8,362 2.5
(b) Individuals (high net worth individuals) 11,912 85.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 82 6.5
(g) Pension and profit sharing plans 836 2.2
(h) Charitable organizations 342 3.5
(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 457 36.7
(n) Other 0 0.0
Total 66,919 136.8
By Discretionary
Discretionary 63,084 104.8
Non-Discretionary 3,835 32.1
Total 66,919 136.8
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 136.7
Total 66,919 136.8
Form D Directors # Filings # Firms 2011 - 2024
Ronan Guilfoyle 338
Roger Hanson 255
Kevin Phillip 148
Wade Kenny 77
Claris Ruwende 15
Charles Moore 77
Mark Sear 44
David Hou 44
Thomas Kelleher 9
Robert Skinner 36
View All
EDGAR Form CIK 2011 - 2024
13F-HR [0001418204]
3 [0001418204]
4 [0001418204]
Form 3/4/5 Subject 2011 - 2024
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