First Republic Bank
$50.0M reported client assets across 7 advisory firms in FY2021 annual amendments
Reported client assets over time
$1.7M
$5.8M
2017
2021
Same-firm comparison: 2 firms that reported First Republic Bank in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017 is shown but partial — only FY2017: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Gls Capital, Llc | $32.7M | $198M | 16.6% | 03/30/2022 |
| N | $8.0M | $387M | 2.1% | 03/31/2022 |
| Bauer Wealth Management Inc. | $5.6M | $104M | 5.4% | 01/26/2022 |
| Tr Capital Management, Llc | $1.5M | $74.6M | 2.1% | 03/30/2022 |
| Stockbridge Capital Group, Llc | $1.3M | $18.7B | 0.0% | 03/31/2022 |
| Manhattan West Asset Management, Llc | $513K | $634M | 0.1% | 03/25/2022 |
| Laramar Multi Family Value Manager, Llc | $250K | $2.5B | 0.0% | 03/31/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.