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| First Republic Investment Management Inc
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|---|---|
| CRD # | 108559 |
| SEC # | 801-56293 |
| CIK # | 0001418204 |
| AUM | $139.5 BB (2023-03-27) |
| Employees | 838 (65% Investors, 70% Brokers) |
| Phone | 415-392-1400 |
| Address | 111 San Francisco, CA 94111-5602 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| 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 ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($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 |
|---|---|
| Altair Commercial Real Estate Lending Fund, LLC | |
| TPG RE Finance Trust, Inc. | |
| First Republic Investment Management Inc |
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|---|---|---|
|
Goldman Sachs & Co LLC
✚
|
NY | 211.4 |
|
SEI Investments Management Corp
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|
PA | 180.9 |
|
Stifel Nicolaus & Company Incorporated
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MO | 132.6 |
|
Wells Fargo Investment Institute Inc
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NC | 38.1 |
|
Partners Capital Investment Group LLP
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MA | 30.3 |
|
Pathstone Family Office LLC
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NJ | 24.8 |
|
Cresset Asset Management LLC
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IL | 24.6 |
|
The Colony Group LLC
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MA | 18.8 |
|
Sequoia Financial Advisors LLC
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OH | 15.6 |
|
Goldman Sachs Hedge Fund Strategies LLC
✚
|
NY | 11.5 |