FIRST REPUBLIC INVESTMENT MGMT
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17-16 YoYRank #855 of mapped providers
Assets under administration$349M0.0%Market share · rank #5568
Fees received$520,862Median $24,805/planSum across Schedule C direct + indirect
Net wins YoY-162 won · 18 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 MGMT plan look like?
Service mix · median fees per plan
Count of plans where FIRST REPUBLIC INVESTMENT MGMT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Recordkeeping fees; Other feesCode 15 | 6 | $27,407 | |
Other fees; Investment advisory (plan)Code 27 | 6 | $22,543 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 3 | $18,388 | |
Other commissionsCode 55 | 2 | $49,181 |
Competitor overlap
Percent of FIRST REPUBLIC INVESTMENT MGMT'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 MGMT.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under FIRST REPUBLIC INVESTMENT MGMT; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | EWG ELEVATE INC | $5.6B |
PARKVIEW HEALTH SYSTEM, INC.IN · 351972384-001 | PIMCO FUNDS | $449M |
ACCESSION RISK MANAGEMENT GROUP, INC.MA · 475281014-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $330M |
SHARP REES-STEALY MEDICAL GROUP, INC.CA · 330106028-001 | NWPS | $265M |
SHARP REES-STEALY MEDICAL GROUP, INC.CA · 330106028-002 | NWPS | $215M |
SONTERRA MEDICAL MANAGEMENT GROUP, INC.TX · 743006020-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $52M |
APAX PARTNERS US, LLCNY · 202520354-001 | MORGAN STANLEY SMITH BARNEY | $52M |
GURSEY SCHNEIDER LLPCA · 953309779-004 | EPIC RETIREMENT PLAN SERVICES | $23M |
PICO ELECTRONICS, INC.NY · 132589935-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $17M |
TORRANCE ORTHOPEDIC & SPORTS MEDICINE GROUPCA · 953791747-001 | NORTHWESTERN MUTUAL INVESTMENT SERV | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
KVH INDUSTRIES, INC.RI · 050420589-001 | $41M | 262 | $50,034 | 6y | - |
AVENUE CAPITAL MANAGEMENT II, LPNY · 522258514-001 | $37M | 191 | $62,549 | 6y | - |
WHITTIER EMPLOYEE RESOURCES INC.MA · 262549460-001 | $37M | 2,282 | $64,596 | 10y | 1 |
MBK REAL ESTATE LLCCA · 330393742-001 | $34M | 4,350 | $33,765 | 9y | 1 |
FREDERICK WILDMAN & SONS LIMITEDNY · 132587600-001 | $26M | 192 | $45,373 | 4y | 2 |
THE SEVEN HILLS SCHOOLCA · 941628213-003 | $25M | 203 | $18,388 | 5y | - |
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 |
THE CEMENTWORKS, LLCNY · 223740752-001 | $22M | 279 | $36,173 | 6y | 2 |
DIVERSIFIED MANAGEMENT CORPORATIONNH · 861759396-001 | $19M | 706 | $24,805 | 4y | 1 |
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 (22)
Raw Schedule C names collapsed into FIRST REPUBLIC INVESTMENT MGMT.
- FIRST REPUBLIC
- FIRST REPUBLIC BANK
- FIRST REPUBLIC INV COMPANY
- FIRST REPUBLIC INV MGMT
- FIRST REPUBLIC INVESTMENT MANAGEMEN
- FIRST REPUBLIC INVESTMENT MANAGER
- FIRST REPUBLIC INVESTMENT MANGEMT.
- FIRST REPUBLIC INVESTMENT MGMT
- FIRST REPUBLIC INVESTMENT MGMT, INC
- FIRST REPUBLIC INVESTMENT MGT
- FIRST REPUBLIC INVESTMENT MNGMT
- FIRST REPUBLIC INVESTMENT MNGT
- FIRST REPUBLIC INVESTMET MANAGEMENT
- FIRST REPUBLIC INVT MGMT
- FIRST REPUBLIC PRIVATE WEALTH MANAG
- FIRST REPUBLIC SECURITIES
- FIRST REPUBLIC SECURITIES CO LLC
- FIRST REPUBLIC SECURITIES CO, LLC
- FIRST REPUBLIC SECURITIES CO.
- FIRST REPUBLIC SECURITIES CO. LLC
- FIRST REPUBLIC SECURITIES COMPANY
- FIRST REPUBLIC SECURITITES CO LLC
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 MGMT'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 5.88% | 26.94% | -21.06 pp |
| Late contributions | 7 | 41.18% | 1.71% | +39.46 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 41.18% | 1.76% | +39.42 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 MGMT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent