FIRST REPUBLIC INVESTMENT MANA
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-10 YoYRank #1596 of mapped providers
Assets under administration$164M0.0%Market share · rank #6034
Fees received$284,777Median $30,295/planSum across Schedule C direct + indirect
Net wins YoY-91 won · 10 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 MANA plan look like?
Service mix · median fees per plan
Count of plans where FIRST REPUBLIC INVESTMENT MANA ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 6 | $37,985 | |
Investment management; Investment advisory (plan); Investment advisory (participants)Code 26 | 1 | $16,134 |
Competitor overlap
Percent of FIRST REPUBLIC INVESTMENT MANA'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 MANA.
| Sponsor | From | Assets |
|---|---|---|
HOPKINS & CARLEY, A LAW CORPORATIONCA · 942156511-002 | MERRILL LYNCH PIERCE FENNER & SMITH | $78M |
Plans lost in 2024
Appeared last year under FIRST REPUBLIC INVESTMENT MANA; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | ARETE WEALTH ADVISORS LLC | $6.8B |
DLA PIPER LLP (US)MD · 520616490-004 | SENECA | $1.6B |
ARNOLD & PORTER KAYE SCHOLER LLPDC · 530208605-001 | MIRACLE MILE ADVISORS LLC | $1.3B |
COOLEY LLPCA · 941140085-001 | JP MORGAN PRIVATE WEALTH ADVIS | $1.2B |
ORRICK, HERRINGTON & SUTCLIFFE LLPWV · 942952627-004 | EPIC RETIREMENT PLAN SERVICES | $1.1B |
DENTONS US LLPIL · 361796730-001 | ONE CAPITAL MANAGEMENT LLC | $907M |
WILSON SONSINI GOODRICH & ROSATI, PCCA · 942451946-002 | T ROWE PRICE RPS INC | $879M |
DAVIS WRIGHT TREMAINE LLPWA · 910839480-001 | JP MORGAN PRIVATE WEALTH ADVIS | $672M |
GORDON REES SCULLY MANSUKHANI, LLPCA · 941617026-001 | ENVESTNET RETIREMENT SOLUTIONS, LLC | $385M |
PROMEX INDUSTRIES, INC.CA · 770409193-001 | INSPERITY RETIREMENT SERVICES | $7M |
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 | 3y | - |
ACADEMY OF MOTION PICTURE ARTS AND SCIENCESCA · 950473280-002 | $40M | 952 | $109,119 | 3y | 1 |
DUNLOP MANUFACTURING INCCA · 942440675-001 | $26M | 277 | $16,134 | 5y | - |
SHORELIGHT, LLCMA · 462010227-001 | $23M | 404 | $45,675 | 4y | - |
FAREPORTAL INCNY · 830353855-001 | $14M | 221 | $30,295 | 4y | 1 |
TACONIC BUILDERS, INC.NY · 133423760-001 | $12M | 175 | $30,165 | 3y | 1 |
MARJAM SUPPLY COMPANY, INC.NY · 112507216-001 | $0 | 0 | $0 | 4y | 2 |
Flag exposure
100.0%Market: 89.2%
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 (6)
Raw Schedule C names collapsed into FIRST REPUBLIC INVESTMENT MANA.
- FIRST REPUBLIC INVESTMENT
- FIRST REPUBLIC INVESTMENT MANA
- FIRST REPUBLIC INVESTMENT MANAGE
- FIRST REPUBLIC INVESTMENT MANAGE IN
- FIRST REPUBLIC INVESTMENT MGMNT
- FIRST REPUBLICINVESTMENT MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 MANA'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 | 1 | 14.29% | 7.76% | +6.52 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 42.86% | 1.71% | +41.14 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 14.29% | 1.76% | +12.53 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 MANA. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent