SourcingSourcing

NEW REPUBLIC CAPITAL, LLC

C26
CRD 310907·SEC 801-119745·CHARLOTTE, NC
AUM
$3.03B
$1B+
Est. Revenue
$30.3M
@ 1% on AUM
Est. EBITDA
$9.1M
@ 30% margin
Est. Deal Value
$72.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEW REPUBLIC CAPITAL, LLC
CRD
310907
SEC file #
801-119745
EIN
854024849
DBA names
New Republic Partners

Economics

AUM
$3.03B
AUM band
$1B+
AUM trajectory
'22'26
$1.57B → $3.03B▲ +93%
Client mix
Individuals High Net Worth68
Pooled Investment Vehicles23
Individuals Other12
Charitable Organizations2
Other2

Operations

Employees (total)
28
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'22'26
3 advisors → 21 advisors▲ +600%
Primary office
CHARLOTTE NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
newrepublicpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NRP LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
NRP LLC
BOWLES, SAMUEL, BOYCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NEWREPUBLICPARTNERS.COM
Rdap Domain Creation Date
2020-02-27T19:49:40Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001989988
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-08-14
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0001398344-26-008065

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
Jpmorgan6
E*trade4
Edgar Addresses
Mailing
521 EAST MOREHEAD STREETSUITE 100CHARLOTTE, NC 28202
Business
521 EAST MOREHEAD STREETSUITE 100CHARLOTTE, NC 28202
Edgar EIN
854024849
Edgar Recent Filings
13F-HR2026-05-01 · 0001398344-26-008065
13F-HR2026-02-10 · 0001398344-26-002585
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-27T19:49:40Z
Rdap Domain Last Changed
2025-02-28T22:10:50Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (10)

10
HOOPS, THOMAS, KARL
IAR · Executive Officer · 2.5%
5156895
DUNN, ZELLE, REAMS
IAR · Executive Officer · 2.5%
3232933
BOWLES, SAMUEL, BOYCE
Executive Officer · 2.5%
7490432
DOBBINS, THOMAS, ALLEN
Executive Officer · 2.5%
7468216
PHIPPS, MICHAEL, PERKINS
Executive Officer · 2.5%
6406861
ROUTH, DAVID, SHELDON
Executive Officer · 2.5%
5702755
ADDISON BEATTY DASCOMBE
IAR
6506095
LEE GUY TILLER
IAR
6403010
Christopher Brett Scott
IAR
7343136
MATTHEW DAVID FAVREAU
IAR
4396725