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Private equityFirmhybrid manager · probableunsized

First Citizens Institutional Asset Management, LLC

Private Equity

New York, NY

Bank with First Citizens, a family-led bank focused on long-term relationships, offering checking, savings, credit cards, loans, mortgages and investing.

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Search this name across graphsid dfx:pe:0df61992-f60f-4c1f-9f5d-65d63ffe68f1

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 34
Dated events: 1
On other graphs: 3
Observed: Sep 13, 2026 to Sep 17, 2026
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

First Citizens Institutional Asset Management, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC

Registered adviser · shared crd

Private Creditidentity

FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 0
PE funds: 0
Investments: 34
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Website: firstcitizens.com

Investments

Company	State	Role	Control	Invested	Exited	Status
Treasury & Cash Management	n/a	unknown	unknown	n/a	n/a	unknown
ChecXchange	n/a	unknown	unknown	n/a	n/a	unknown
Commercial Image Archive	n/a	unknown	unknown	n/a	n/a	unknown
Electronic Bill Presentment & Payment	n/a	unknown	unknown	n/a	n/a	unknown
eReceivables Payment	n/a	unknown	unknown	n/a	n/a	unknown
Aln1Ch3Qxd0Ooisxo358	n/a	unknown	unknown	n/a	n/a	unknown
First Citizens Receivables	n/a	unknown	unknown	n/a	n/a	unknown
FirstConnect	n/a	unknown	unknown	n/a	n/a	unknown
FXEnvoy	n/a	unknown	unknown	n/a	n/a	unknown
Integrated Payables	n/a	unknown	unknown	n/a	n/a	unknown
Lockbox - Online Treasury Solutions	n/a	unknown	unknown	n/a	n/a	unknown
Remote Deposit Capture	n/a	unknown	unknown	n/a	n/a	unknown
Trade Connect	n/a	unknown	unknown	n/a	n/a	unknown
Visa®	n/a	unknown	unknown	n/a	n/a	unknown
Investment & Retirement Services	n/a	unknown	unknown	n/a	n/a	unknown
Financial Planning Tool	n/a	unknown	unknown	n/a	n/a	unknown
Online Brokerage	n/a	unknown	unknown	n/a	n/a	unknown
Alnaj65Kbpplezvkh357	n/a	unknown	unknown	n/a	n/a	unknown
Retirement Plan - Ascensus	n/a	unknown	unknown	n/a	n/a	unknown
Betterment	n/a	unknown	unknown	n/a	n/a	unknown
Stellar Technology - Fund	n/a	unknown	unknown	n/a	n/a	unknown
Donor Advised Fund	n/a	unknown	unknown	n/a	n/a	unknown
Community Association Banking	n/a	unknown	unknown	n/a	n/a	unknown
Client Connect	n/a	unknown	unknown	n/a	n/a	unknown
Commercial Online Banking	n/a	unknown	unknown	n/a	n/a	unknown
Pay HOA Fees	n/a	unknown	unknown	n/a	n/a	unknown
Equipment Financing & Leasing	n/a	unknown	unknown	n/a	n/a	unknown
Equipment Finance	n/a	unknown	unknown	n/a	n/a	unknown
Credit Cards	n/a	unknown	unknown	n/a	n/a	unknown
American Express Supplies	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Invested in (34)

→ Treasury & Cash ManagementCompanyunknown
factThe subject's own site
→ ChecXchangeCompanyunknown
factThe subject's own site
→ Commercial Image ArchiveCompanyunknown
factThe subject's own site
→ Electronic Bill Presentment & PaymentCompanyunknown
factThe subject's own site
→ eReceivables PaymentCompanyunknown
factThe subject's own site
→ Aln1Ch3Qxd0Ooisxo358Companyunknown
factThe subject's own site
→ First Citizens ReceivablesCompanyunknown
factThe subject's own site
→ FirstConnectCompanyunknown
factThe subject's own site
→ FXEnvoyCompanyunknown
factThe subject's own site
→ Integrated PayablesCompanyunknown
factThe subject's own site
→ Lockbox - Online Treasury SolutionsCompanyunknown
factThe subject's own site
→ Remote Deposit CaptureCompanyunknown
factThe subject's own site
→ Trade ConnectCompanyunknown
factThe subject's own site
→ Visa®Companyunknown
factThe subject's own site
→ Investment & Retirement ServicesCompanyunknown
factThe subject's own site
→ Financial Planning ToolCompanyunknown
factThe subject's own site
→ Online BrokerageCompanyunknown
factThe subject's own site
→ Alnaj65Kbpplezvkh357Companyunknown
factThe subject's own site
→ Retirement Plan - AscensusCompanyunknown
factThe subject's own site
→ BettermentCompanyunknown
factThe subject's own site
→ Stellar Technology - FundCompanyunknown
factThe subject's own site
→ Donor Advised FundCompanyunknown
factThe subject's own site
→ Community Association BankingCompanyunknown
factThe subject's own site
→ Client ConnectCompanyunknown
factThe subject's own site
→ Commercial Online BankingCompanyunknown
factThe subject's own site
→ Pay HOA FeesCompanyunknown
factThe subject's own site
→ Equipment Financing & LeasingCompanyunknown
factThe subject's own site
→ Equipment FinanceCompanyunknown
factThe subject's own site
→ Credit CardsCompanyunknown
factThe subject's own site
→ American Express SuppliesCompanyunknown
factThe subject's own site
and 4 more

Dated events

Occurred
Mar 20, 2017
New adviser on SEC roster
First Citizens Institutional Asset Management, LLC reports 2 Private Equity Fund(s) on its current Form ADV (Approved); not in the 2011-2024 extract
Form ADVobserved 7 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:0df61992-f60f-4c1f-9f5d-65d63ffe68f1
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.