FIRST REPUBLIC Overview
First Republic Investment Management Inc. is an investment advisor that manages 35.3 BN dollars in regulatory AUM and has 328 employees, of which 125 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/10 to 12/31/20. The fund's latest filing disclosed 31BN in positions, representing 87% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/10 to 12/31/20. The fund's latest filing disclosed 31BN in positions, representing 87% of the manager's regulatory AUM.
FIRST REPUBLIC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIRST REPUBLIC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.66% | Tech | -8.68% | -0.4% | 0 | 52% | ||
| SPY | 4.31% | ETF | 2.26% | 0% | 0 | 29% | ||
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FEATURED IN
FIRST REPUBLIC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Katherine August-Dewilde | Director | January-1999 |
| Robert L. Thornton | Director And President | December-2006 |
| David C. Tateosian | Director | July-2010 |
| Michelle Watson | Director | July-2010 |
| Nicolas R. Gentin | Director | July-2010 |
| Angela M. Osborne | Director, Coo | August-2013 |
| Helene J. Jepson | Chief Compliance Officer | November-2014 |
| Susan C. Hamilton | Director | June-2013 |
FIRST REPUBLIC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
FIRST REPUBLIC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Adviser’s security analysis methods include: charting, cyclical, fundamental technical and other analysis, use of investment models, strategies and recommended portfolios licensed from third party asset managers, as well as utilization of third party internet based market timing models. Adviser uses affiliated and third party fundamental research to make investment decisions.
Adviser utilizes a third-party vendor that provides consulting, database, data processing and support services and software
(including Asset Optimization modeling software) to Adviser.
Adviser uses these resources to provide advice to Client on asset allocation and selection of investment managers and investment funds for investment of the Client's Account (which may include investment managers that are affiliated or unaffiliated with Adviser and investment funds managed by companies that are affiliated or unaffiliated w...
Unlock Full Investment Process Description
Adviser’s security analysis methods include: charting, cyclical, fundamental technical and other analysis, use of investment models, strategies and recommended portfolios licensed from third party asset managers, as well as utilization of third party internet based market timing models. Adviser uses affiliated and third party fundamental research to make investment decisions.
Adviser utilizes a third-party vendor that provides consulting, database, data processing and support services and software
(including Asset Optimization modeling software) to Adviser.
Adviser uses these resources to provide advice to Client on asset allocation and selection of investment managers and investment funds for investment of the Client's Account (which may include investment managers that are affiliated or unaffiliated with Adviser and investment funds managed by companies that are affiliated or unaffiliated w...
Unlock Full Investment Process Description
FIRST REPUBLIC Portfolio Concentration
FIRST REPUBLIC Location
388 MARKET STREET
17TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111-5602
17TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111-5602
FIRST REPUBLIC Contact Information
Phone Number: 415-292-1400
Fax Number: 415-288-1401
Website: null
Fax Number: 415-288-1401
Website: null
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