Asset manager · Charlotte, NC
New Republic Partners
New Republic Capital, LLC · SEC-registered investment adviser · CRD 310907 · SEC 801-119745
At a glance
New Republic Partners is an SEC-registered investment adviser based in Charlotte, North Carolina, with $3.0 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is other, and it reports 80 individual clients. By Form ADV it is a asset manager, ranked 878th of 3,218 asset managers and 2,812th of 17,210 SEC-registered advisers by assets.
Main office 704-626-1526newrepublicpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.0B
- Rank among asset managers
- #878 of 3,218
- Rank among all SEC RIAs
- #2,812 of 17,210
- Rank in North Carolina
- #33 of 288
- Individual clients
- 80
- High-net-worth clients
- 68
- Accounts
- 107
- Discretionary
- 65% of AUM
- Employees
- 28
- Advisory staff
- 21
- Offices
- 6
Owners and executives on its Form ADV
- Thomas K. HoopsManaging Partner
- Michael P. PhippsManaging Partner
- Samuel B. BowlesManaging Partner
- Thomas A. DobbinsChief Compliance Officer & Head of Finance
- Zelle R. DunnManaging Partner
- David S. RouthManaging Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 2 | $1.1B | 35% |
| High-net-worth individuals | 68 | $901M | 30% |
| Pooled investment vehicles | 23 | $710M | 23% |
| Charitable organizations | 2 | $348M | 12% |
| Individuals | 12 | $11M | <1% |
| Corporations or other businesses | 1 | $7M | <1% |
Private funds
New Republic Partners reports 13 private funds with $722M in gross assets: private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
New Republic Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗newrepublicpartners.com ↗
AtlasMembers
The full record on New Republic Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 811 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does New Republic Partners manage?
New Republic Partners reports $3.0 billion in regulatory assets under management across 107 accounts, 65% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is New Republic Partners?
New Republic Partners is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are New Republic Partners’s clients?
By assets, its largest client types are other ($1.1 billion, 2 clients); high-net-worth individuals ($901 million, 68 clients); pooled investment vehicles ($710 million, 23 clients).
Does New Republic Partners manage private funds?
Yes. It reports 13 private funds with $722 million in gross assets, including private equity funds, other private funds.
Does New Republic Partners have any disciplinary history?
New Republic Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is New Republic Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →