First Republic Investment Management
advisor22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21-21 YoYRank #798 of mapped providers
Assets under administration$402M0.0%Market share · rank #4666
Fees received$644,612Median $24,805/planSum across Schedule C direct + indirect
Net wins YoY-203 won · 23 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical First Republic Investment Management plan look like?
Service mix · median fees per plan
Count of plans where First Republic Investment Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 11 | $30,295 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processing; Investment management fees paid indirectly by planCode 15 | 8 | $11,790 | |
Investment management; Investment advisory (participants); Investment advisory (plan)Code 26 | 2 | $39,353 |
Competitor overlap
Percent of First Republic Investment Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under First Republic Investment Management.
| Sponsor | From | Assets |
|---|---|---|
HOPKINS & CARLEY, A LAW CORPORATIONCA · 942156511-002 | Merrill | $78M |
AUTUMN COMMUNICATIONSCA · 454281919-001 | (new plan) | $4M |
CHLOETA HOLDINGS LLCOK · 263474042-002 | (new plan) | $1M |
Plans lost in 2024
Appeared last year under First Republic Investment Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | Arete Wealth Advisors LLC | $6.8B |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | EWG Elevate Inc. | $5.6B |
DLA PIPER LLP (US)MD · 520616490-004 | Seneca Financial Advisors LLC | $1.6B |
ARNOLD & PORTER KAYE SCHOLER LLPDC · 530208605-001 | Miracle Mile Advisors LLC | $1.3B |
COOLEY LLPCA · 941140085-001 | JPMorgan Chase | $1.2B |
ORRICK, HERRINGTON & SUTCLIFFE LLPWV · 942952627-004 | Associated Pension Consultants | $1.1B |
DENTONS US LLPIL · 361796730-001 | One Capital Management | $907M |
WILSON SONSINI GOODRICH & ROSATI, PCCA · 942451946-002 | T. Rowe Price | $879M |
DAVIS WRIGHT TREMAINE LLPWA · 910839480-001 | JPMorgan Chase | $672M |
BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLANNY · 133628926-001 | LOCAL 813 PENSION TRUST FUND | $619M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FREQUENCY ELECTRONICS, INC.NY · 111986657-003 | $50M | 304 | $53,389 | 5y | - |
KVH INDUSTRIES, INC.RI · 050420589-001 | $41M | 262 | $50,034 | 6y | - |
ACADEMY OF MOTION PICTURE ARTS AND SCIENCESCA · 950473280-002 | $40M | 952 | $109,119 | 3y | 1 |
AVENUE CAPITAL MANAGEMENT II, LPNY · 522258514-001 | $37M | 191 | $62,549 | 6y | - |
FREDERICK WILDMAN & SONS LIMITEDNY · 132587600-001 | $26M | 192 | $45,373 | 4y | 2 |
DUNLOP MANUFACTURING INCCA · 942440675-001 | $26M | 277 | $16,134 | 6y | - |
AMBULNZ HOLDINGS, LLCNY · 383977928-001 | $24M | 5,400 | $7,477 | 2y | 2 |
ST. PAUL'S EPISCOPAL HOME, INC.CA · 952111196-001 | $23M | 1,306 | $62,572 | 8y | 1 |
SHORELIGHT, LLCMA · 462010227-001 | $23M | 404 | $45,675 | 5y | - |
THE CEMENTWORKS, LLCNY · 223740752-001 | $22M | 279 | $36,173 | 6y | 2 |
Flag exposure
95.2%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (22)
Raw Schedule C names collapsed into First Republic Investment Management.
- CGR INFORMATION SYSTEMS, LLC
- CGRP
- CGRPS
- CH PENSION SERVICE
- CH REG CNCL CARP PENSION FUND
- CHACONAS & WILSON, P
- CHACONAS & WILSON, PC
- FIRST REPUBLIC INVESTMENT
- FIRST REPUBLIC INVESTMENT MANA
- FIRST REPUBLIC INVESTMENT MANAGE
- FIRST REPUBLIC INVESTMENT MANAGEMEN
- FIRST REPUBLIC INVESTMENT MANGEMT.
- FIRST REPUBLIC INVESTMENT MGMNT
- FIRST REPUBLIC INVESTMENT MGMT
- FIRST REPUBLIC INVESTMENT MGMT, INC
- FIRST REPUBLIC INVESTMENT MGMT.
- FIRST REPUBLIC INVESTMENT MGT
- FIRST REPUBLIC INVESTMENT MNGMT
- FIRST REPUBLIC INVESTMET MANAGEMENT
- FIRST REPUBLIC INVT MGMT
- FIRST REPUBLIC PRIVATE WEALTH MANAG
- FIRST REPUBLICINVESTMENT MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for First Republic Investment Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 9.52% | 7.76% | +1.76 pp |
| Fidelity bond gap | 1 | 4.76% | 26.94% | -22.18 pp |
| Late contributions | 9 | 42.86% | 1.71% | +41.14 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 28.57% | 1.76% | +26.81 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with First Republic Investment Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on First Republic Investment Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Caron & Bletzer, PLLC | 1 | 4.8% |
| Mann Urrutia Nelson CPAs | 1 | 4.8% |
| REA & Associates | 1 | 4.8% |