New Republic Capital, Llc
- Regulatory AUM
- $3.0B
- Discretionary
- $2.0B
- Clients
- 108
- Avg AUM / client
- $28.1M
- Accounts
- 107
- Employees
- 28
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $11.3M | 0.37% |
| High net worth individuals | 68 | $901M | 29.8% |
| Pooled investment vehicles (non-investment companies) | 23 | $710M | 23.4% |
| Charitable organizations | 2 | $348M | 11.5% |
| Corporations and other businesses | 1 | $6.7M | 0.22% |
| Other | 2 | $1.1B | 34.7% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $453M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Nrc Private Equity Opportunities 2022, L.P. master | Private Equity Fund | Delaware | $106M | 80 |
| Nrc Private Equity Opportunities 2021, L.P. master | Private Equity Fund | Delaware | $100M | 51 |
| Nrc Private Credit Opportunities 2022, L.P. master | Private Equity Fund | Delaware | $62.9M | 49 |
| Nrc Private Credit Opportunities 2021, Lp master | Private Equity Fund | Delaware | $60.6M | 32 |
| Nrc Absolute Return, L.P. master | Private Equity Fund | Delaware | $34.9M | 47 |
| Nrc Hedged Equity, L.P. master | Private Equity Fund | Delaware | $31.7M | 49 |
| Nri Series Iii Llc | Other Private Fund | Delaware | $29.0M | 34 |
| Nrc Global Select Equity Fund, L.P. | Private Equity Fund | Delaware | $18.8M | 24 |
| Nri Series V Llc | Other Private Fund | Delaware | $8.9M | 21 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pilon, Mary, Claudia Belk | Trustee | May 2015 (11y) | GP / trustee / elected manager of Claudia Watkins Belk 2015 Gst Exempt Family Wealth Preservation Trust (indirect) | |
| Thomas Karl Hoops | Ceo | CFA | Aug 2020 (6y) | Less than 5% |
| Bowles, Samuel, Boyce | Executive Managing Director | Nov 2020 (6y) | Less than 5% | |
| Phipps, Michael, Perkins | Executive Managing Director | Nov 2020 (6y) | Less than 5% | |
| Zelle Reams Dunn | Executive Managing Director | Aug 2022 (4y) | Less than 5% | |
| Routh, David, Sheldon | Executive Managing Director | Feb 2023 (4y) | Less than 5% | |
| Dobbins, Thomas, Allen | Chief Compliance Officer & Controller | Jun 2024 (2y) | Less than 5% | |
| Matthew David Favreau | Registered representative | Feb 2021 (5y) | ||
| Addison Beatty Dascombe | Registered representative | Sep 2021 (5y) | ||
| Christopher Brett Scott | Registered representative | CFA | Nov 2022 (4y) | |
| Lee Guy Tiller | Registered representative | Dec 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nrp Llc | Holding Company | Dec 2021 | A | 75% or more |
| Ssc Financial Holdings Llc | Member | Aug 2024 | B | ≈ 37.5% – 75% via Nrp Llc |
| Claudia Watkins Belk 2015 Gst Exempt Family Wealth Preservation Trust | General Partner | Jul 2024 | B | GP / trustee / elected manager of Ssc Financial Holdings Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ssc Financial Holdings Llc: 50% – 75% of Nrp Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $453M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Nrc Private Equity Opportunities 2022, L.P. | Private Equity Fund | $106M | $100K | 80 |
| Nrc Private Equity Opportunities 2021, L.P. | Private Equity Fund | $100M | $100K | 51 |
| Nrc Private Credit Opportunities 2022, L.P. | Private Equity Fund | $62.9M | $100K | 49 |
| Nrc Private Credit Opportunities 2021, Lp | Private Equity Fund | $60.6M | $100K | 32 |
| Nrc Absolute Return, L.P. | Private Equity Fund | $34.9M | $100K | 47 |
| Nrc Hedged Equity, L.P. | Private Equity Fund | $31.7M | $100K | 49 |
| Nri Series Iii Llc | Other Private Fund | $29.0M | $25.0K | 34 |
| Nrc Global Select Equity Fund, L.P. | Private Equity Fund | $18.8M | $100K | 24 |
| Nri Series V Llc | Other Private Fund | $8.9M | $25.0K | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 4.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $373M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗