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 09/30/16. The fund's latest filing disclosed 11BN in positions, representing 30% of the manager's regulatory AUM.

FIRST REPUBLIC StockAlpha

-1.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FIRST REPUBLIC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 4.39% ETF 3.84% 0% 0 29%
AAPL 2.58% Tech -1.28% -0.06% 0 42%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
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FIRST REPUBLIC Portfolio Concentration

FIRST REPUBLIC Location

388 MARKET STREET
17TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111-5602

FIRST REPUBLIC Contact Information

Phone Number: 415-292-1400
Fax Number: 415-288-1401
Website:

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