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New Republic Partners

EST. AUM
$3,029,540,560

CONTACTS
7

CLIENT ACCOUNTS
107

Firm Details

Metro area Charlotte
CRD Number 310907
Website newrepublicpartners.com
Client types

Overview

Multi-family office firm formed in Feb 2021. John M Belk Endowment, the M.C. Belk Pilon family interests and the Springs-Close-Bowles family interests are founding clients. New Republic Partners plans to offer investment, advisory and credit solutions for individuals, families, endowments, foundations and advisers. Investors with $10 million or more are the target market for the firm’s “complete wealth-management services.” The business will also market to accredited investors, usually typified as having a net worth of $1 million or more They tend to be very vehicle agnostic. So any way that they can more efficiently access a strategy, they're going to be looking for those types of access points. Pearson, Pendergrass, and Michael Phipps are your two points of contact there for research.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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