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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) |
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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 ($BB) |
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Type | Form D Funds | Date | Sold ($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) |
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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
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|
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
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|
NY | 11.5 |