DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
New Republic Partners
Wealth manager with institutional or fund businessCharlotte, North CarolinaCRD 310907SEC 801-119745websiteIAPD
Legal name New Republic Capital, LLC
Latest filing Mar 30, 2026
First filing on the tape Oct 6, 2020 · 33 filings
SEC status approved since Nov 6, 2020
RAUM
$3.0B
reported, Item 5.F
Discretionary
65%
of RAUM
Private clients
30%
$913M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$505M
derived; firm RAUM over IAPD count
Employees
28
21 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
13
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$3.0B as of Mar 30, 2026
Feb 16, 2021$1.4B then
HNW client RAUM$901M as of Mar 30, 2026
Apr 1, 2022$176M then
State-registered IARs (5.B.3)6 as of Mar 30, 2026
Feb 16, 20213 then
Employees (5.A)28 as of Mar 30, 2026
Feb 16, 20215 then
Private funds13 as of Mar 30, 2026
Feb 16, 20212 then
RAUM +21% over the last fiscal year+23% a year over threeIARs 6 to 6offices 6 to 5
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- $505MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 13derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $13.3MderivedHNW RAUM over HNW clients
- Average account
- $28.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 65%derivedof RAUM
- Institutional
- 12%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.7derivedItem 5.A over advisors
- Advisors per office
- 1.0derived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.3%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $289M, 73 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$901M46%
- Pooled investment vehicles$710M36%
- Charitable organizations$348M18%
- Individuals$11.3M0.6%
- Corporations and businesses$6.7M0.3%
- Individual clients
- 12reported
- HNW clients
- 68reported
- Pension plan clients
- n/areported
- Charitable clients
- 2reported
- Accounts
- 107reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $289M for 73 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.3 fund_share=0.23 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Thomas Karl HoopsChartered Financial Analyst | Charlotte, Nc | Jan 20, 2021 | 12 y | 0 |
| Matthew David Favreau | Charlotte, Nc | Feb 15, 2021 | 23 y | 2 |
| Addison Beatty Dascombe | Raleigh, Nc | Sep 1, 2021 | 13 y | 1 |
| Zelle Reams Dunn | Charlotte, Nc | Aug 30, 2022 | 27 y | 3 |
| Christopher Brett ScottChartered Financial Analyst | Atlanta, Ga | Nov 28, 2022 | 22 y | 1 |
| Lee Guy Tiller | Charlotte, Nc | Dec 6, 2022 | 12 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Cort Alan Haber to Xception Family OfficeOct 29, 2024 · RIA to a newly registered adviser
- Stephen Thomas Sims to Braemont CapitalOct 31, 2021 · Other
Joined, latest
- Lee Guy Tiller from LPL Financial LLCDec 6, 2022 · Other
- Christopher Brett Scott from Haber Investment CounselNov 28, 2022 · Other
- Cort Alan Haber from Haber Investment CounselNov 6, 2022 · Other
- Zelle Reams Dunn from Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 30, 2022 · Other
- Addison Beatty Dascombe from Aj WealthSep 1, 2021 · Other
- Matthew David Favreau from Wells Fargo AdvisorsFeb 15, 2021 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Haber Investment CounselDec 31, 2022 · Atlanta, Ga
Private funds
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Nrc Private Equity Opportunities 2022, L.P. | Private Equity Fund | $110M | 80 | Apr 1, 2022 |
| Nrc Private Equity Opportunities 2021, L.P. | Private Equity Fund | $105M | 51 | Feb 16, 2021 |
| Nrc Private Equity Opportunities III, LP | $103M | 65 | Mar 30, 2026 | |
| Nrc Private Credit Opportunities 2021, LP | Private Equity Fund | $74.8M | 32 | Feb 16, 2021 |
| Nrc Private Credit Opportunities 2022, L.P. | Private Equity Fund | $57.1M | 49 | Apr 19, 2022 |
| Nrc Hedged Equity, L.P. | Private Equity Fund | $56.6M | 49 | Nov 15, 2021 |
| Nrc Private Credit Opportunities III, LP | $52.6M | 58 | Mar 30, 2026 | |
| Nrc Global Select Equity Fund, L.P. | Private Equity Fund | $48.5M | 24 | Nov 15, 2021 |
| Nrc Absolute Return, L.P. | Private Equity Fund | $43.7M | 47 | Nov 15, 2021 |
| Nri Series III LLC | Other Private Fund | $37.8M | 34 | Mar 28, 2024 |
| Nrc Private Credit Opportunities III (Offshore), LP | $12.1M | 16 | Mar 30, 2026 | |
| Nri Series Vi, LLC | $11.1M | 31 | Mar 30, 2026 | |
| Nri Series V LLC | Other Private Fund | $9.2M | 21 | Mar 28, 2024 |
| Nri Series I LLC | Other Private Fund | $768,409 | 3 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Boyce Samuel Bowles · Executive Managing Directorcontrolsince 11/2020 · owns less than 5%
- Allen Thomas Dobbins · Chief Compliance Officer & Controllercontrolsince 06/2024 · owns less than 5%
- Reams Zelle Dunn · Executive Managing Directorcontrolsince 08/2022 · owns less than 5%
- Karl Thomas Hoops · Ceocontrolsince 08/2020 · owns less than 5%
- Perkins Michael Phipps · Executive Managing Directorcontrolsince 11/2020 · owns less than 5%
- Sheldon David Routh · Executive Managing Directorcontrolsince 02/2023 · owns less than 5%
- Claudia Belk Mary Pilon · Trusteecontrolsince 05/2015 · owns F of Claudia Watkins Belk 2015 Gst Exempt Family Wealth Preservation Trust
Entity owners
- Nrp LLC · Holding Companydirect · owns 75% or more
- Claudia Watkins Belk 2015 Gst Exempt Family Wealth Preservation Trust · General Partnerindirect · owns F of Ssc Financial Holdings LLC
- Ssc Financial Holdings LLC · Memberindirect · owns 50% to 75% of Nrp LLC
Related persons
Schedule D 7.A
- New Republic Bankn
- New Republic Securities, LLCbroker-dealern
- Nrc Absolute Return Gp, L.L.C.pooled vehicle sponsory
- Nrc Global Select Equity Fund Gp, LLCpooled vehicle sponsory
- Nrc Hedged Equity Gp, L.L.C.pooled vehicle sponsory
- Nrc Private Credit 2021 Gp, L.L.C.pooled vehicle sponsory
- Nrc Private Credit 2022 Gp, L.L.C.pooled vehicle sponsory
- Nrc Private Equity 2021 Gp, L.L.C.pooled vehicle sponsory
- Nrc Private Equity 2022 Gp, L.L.C.pooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Charlotte, Nc · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Atlanta, GA2 employees
- Chapel Hill, NC1 employees
- Charleston, SC1 employees
- Evergreen, CO1 employees
- Pawleys Island, SC1 employees
- Raleigh, NC1 employees
- Richmond, VA1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- high employee count relative to advisorsStatic outlier · filing Mar 30, 2026employees per registered advisor of 4.7 against a peer median of 1.5 (1101 comparable advisers, 99.0th percentile, 6.5 robust deviations)peers: independent wealth managers, $1B to $5B (1,101) · 99% percentile
- unusually large average accountStatic outlier · filing Mar 30, 2026RAUM per account of $28,313,463 against a peer median of $813,262 (1333 comparable advisers, 99.0th percentile, 18.5 robust deviations)peers: independent wealth managers, $1B to $5B (1,333) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 101 to 107Oct 24, 2025 to Mar 30, 2026
- HNW clients · 75 to 68Oct 24, 2025 to Mar 30, 2026
- Individual clients · 1 to 12Oct 24, 2025 to Mar 30, 2026
- Pooled vehicle clients · 20 to 23Oct 24, 2025 to Mar 30, 2026
- Assets in custody · $163M to $289MOct 24, 2025 to Mar 30, 2026
- Employees · 27 to 28Oct 24, 2025 to Mar 30, 2026
- Financial planning clients · 26-50 to 51-100Oct 24, 2025 to Mar 30, 2026
- Private funds · 12 to 13Oct 24, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.6B to $2.0BOct 24, 2025 to Mar 30, 2026
- HNW RAUM · $762M to $901MOct 24, 2025 to Mar 30, 2026
- Individual RAUM · $1.5M to $11.3MOct 24, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $881M to $1.1BOct 24, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $526M to $710MOct 24, 2025 to Mar 30, 2026
- RAUM · $2.5B to $3.0BOct 24, 2025 to Mar 30, 2026
- Other offices · 6 to 5Jul 7, 2025 to Oct 24, 2025
- Financial planning clients · 26-50 to 26-50Jun 20, 2025 to Jul 7, 2025
- Accounts · 87 to 101Sep 19, 2024 to Apr 10, 2025
- Advisory employees · 17 to 21Sep 19, 2024 to Apr 10, 2025
- BD registered reps · 1 to 0Sep 19, 2024 to Apr 10, 2025
- Corporate clients · 2 to 1Sep 19, 2024 to Apr 10, 2025
- HNW clients · 55 to 75Sep 19, 2024 to Apr 10, 2025
- Individual clients · 10 to 1Sep 19, 2024 to Apr 10, 2025
- Pooled vehicle clients · 16 to 20Sep 19, 2024 to Apr 10, 2025
- Assets in custody · $289M to $163MSep 19, 2024 to Apr 10, 2025
- Employees · 29 to 27Sep 19, 2024 to Apr 10, 2025
- State-registered IARs · 7 to 6Sep 19, 2024 to Apr 10, 2025
- Other offices · 7 to 6Sep 19, 2024 to Apr 10, 2025
- Private funds · 9 to 12Sep 19, 2024 to Apr 10, 2025
- Discretionary RAUM · $1.5B to $1.6BSep 19, 2024 to Apr 10, 2025
- HNW RAUM · $661M to $762MSep 19, 2024 to Apr 10, 2025
- Individual RAUM · $9.4M to $1.5MSep 19, 2024 to Apr 10, 2025
- Non-discretionary RAUM · $795M to $881MSep 19, 2024 to Apr 10, 2025
- Pooled vehicle RAUM · $420M to $526MSep 19, 2024 to Apr 10, 2025
- RAUM · $2.3B to $2.5BSep 19, 2024 to Apr 10, 2025
- Related adviser · true to falseSep 19, 2024 to Apr 10, 2025
- Related broker-dealer · true to falseSep 19, 2024 to Apr 10, 2025
- Other offices · 6 to 7Sep 4, 2024 to Sep 19, 2024
- Private funds · 10 to 9Jun 21, 2024 to Aug 20, 2024
- Discretionary RAUM · $1.5B to $1.5BJun 21, 2024 to Aug 20, 2024
- Pooled vehicle RAUM · $426M to $420MJun 21, 2024 to Aug 20, 2024
Signals
17 dated events
- Cort Alan Haber left New Republic Partners for Xception Family Office (registered 2025-11-13)Oct 29, 2024 · Advisor changed firm · fact
- Claudia Belk Mary Pilon (Trustee) appeared on Schedule A of New Republic PartnersSep 19, 2024 · Control person joined · fact
- Christopher Matthew Ebbel (Managing Partner) no longer on Schedule A of New Republic Partners (listed 2024-09-04, absent 2024-09-19)Sep 19, 2024 · Control person left · inference
- Alan Cort Haber (Executive Managing Director) no longer on Schedule A of New Republic Partners (listed 2024-08-20, absent 2024-09-04)Sep 4, 2024 · Control person left · inference
- Christopher Matthew Ebbel (Managing Partner) appeared on Schedule A of New Republic PartnersJun 21, 2024 · Control person joined · fact
- New Republic Partners reported RAUM $2.3B, up 41% from $1.6B (2024-02-12 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Reams Zelle Dunn (Executive Managing Director) appeared on Schedule A of New Republic PartnersMar 28, 2024 · Control person joined · fact
- Alan Cort Haber (Executive Managing Director) appeared on Schedule A of New Republic PartnersMar 28, 2024 · Control person joined · fact
- Sheldon David Routh (Executive Managing Director) appeared on Schedule A of New Republic PartnersMar 28, 2024 · Control person joined · fact
- Thomas Dobbins (Assistant Vice President, Accounting & Finance Manager) appeared on Schedule A of New Republic PartnersJan 11, 2023 · Control person joined · fact
- 2 advisors left Haber Investment Counsel (Atlanta, GA) for New Republic Partners on the same dayDec 31, 2022 · Team lift-out · derived
- P Michael Phipps (Managing Director) appeared on Schedule A of New Republic PartnersJan 20, 2022 · Control person joined · fact
- B Samuel Bowles (Managing Director) appeared on Schedule A of New Republic PartnersJan 20, 2022 · Control person joined · fact
- New Republic Partners reported RAUM $1.8B, up 29% from $1.4B (2021-03-29 to 2021-08-19)Aug 19, 2021 · RAUM change · derived
- Daniel Tamarah Taylor (Chief Compliance Officer) no longer on Schedule A of New Republic Partners (listed 2021-02-16, absent 2021-03-08)Mar 8, 2021 · Control person left · inference
- Daniel Tamarah Taylor (Chief Compliance Officer) appeared on Schedule A of New Republic PartnersFeb 16, 2021 · Control person joined · fact
- New Republic Capital, Llc filed its initial SEC registration (Form ADV)Oct 6, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- NEW Republic Partners · Family Officesshared crd · office
- New Republic Partners · Independent Sponsorsshared crd · capital_provider
- NEW Republic Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business email
- info@newrepublicpartners.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 612-718-8952reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 704-626-1526reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 919-566-1060reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/new-republic-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- newrepublicpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 704-626-1526reportedpublic record, Form ADV, Mar 30, 2026
- Team page
- newrepublicpartners.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $505Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026