New Republic Partners

What New Republic Partners does

New Republic Partners is a Charlotte, North Carolina-based multi-family office and SEC-registered investment advisor founded in February 2021 by the M.C. Belk Pilon and Springs-Close-Bowles families. It serves multi-generational wealthy families, affluent individuals, endowments, and foundations with institutional-quality investment access, comprehensive wealth advisory, and coordinated family office services. As of August 2025, the firm manages over $2.6 billion in assets under management, up from $1.3 billion at launch, served by a team of 27 professionals across seven regional U.S. offices (Charlotte, Chapel Hill, Raleigh, Pawleys Island, Richmond, Denver, and Mid-Atlantic). The firm is owned and operated as New Republic Capital, LLC (d/b/a New Republic Partners).

The firm's offering is organized around three service lines: Investment Management (multi-asset portfolio construction with public and private market access and proprietary co-investments), Wealth Advisory (estate, tax, philanthropic, family governance, and succession planning), and Family Office Services (consolidated multi-custodian reporting and coordination of third-party advisors). Distribution is delivered through direct, high-touch advisory relationships managed by managing partners, managing directors, and client advisors in regional offices — there are no digital self-serve channels or marketplace distribution. A strategic partnership with New Republic Bank adds integrated lending (custom mortgages, securities-based lending, and cash management) to the advisory offering. The platform is open-architecture, with no proprietary products, and operates an alignment model in which all clients — including founding families — pay the same fees and access the same investment opportunities.

The revenue model is fee-based, tied to assets under management, consistent with RIA practice. Specific pricing schedules are not publicly disclosed and are available only upon direct inquiry. The firm relies on a relationship-led go-to-market motion — referrals from founding-family networks, board and investment-committee positions, and quarterly thought-leadership content — rather than paid or product-led marketing. Technology is operational rather than productized: the firm operates standard RIA technology (BD Reporting Portal, CellTrust SL2, internal cybersecurity managed in-house) and does not disclose any proprietary technology platform, AI capabilities, or quantitative investment infrastructure.

Name

New Republic Partners

Legal name

New Republic Capital, LLC

Website

https://newrepublicpartners.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

New Republic Partners is a Charlotte-based multi-family office and SEC-registered investment advisor serving multi-generational wealthy families, individuals, and institutions with investment management, wealth advisory, and family office services across seven U.S. offices.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592), Other Financial Vehicles (525990)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Services (Single & Multi-Family Office) (FSABADAF)

Keywords

• Multi-family office
• Wealth management services
• Investment advisory
• Family office services
• Private wealth management

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: The firm generates revenue through investment advisory fees, with all clients — including founding families — paying fees for access to the same investment opportunities and platform. The revenue model is fee-based, tied to assets under management, consistent with registered investment advisor practices.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

New Republic Partners operates as a multi-family office investment platform delivering three core service lines: Investment Management (customized portfolio construction across public and private markets with manager selectivity and proprietary co-investment access), Wealth Advisory (tailored investment solutions, estate planning, tax management, philanthropic planning, family governance, succession planning, and private banking), and Family Office Services (coordinated financial planning, consolidated multi-custodian reporting, and access to a third-party professional network). All clients—including founding families—are fee-paying and access the same investment opportunities on an open-architecture platform with no proprietary product conflicts.

Product overview

New Republic Partners operates as a multi-family office investment platform offering three core service lines: Investment Management, Wealth Advisory, and Family Office Services. The Investment Management platform provides access to public and private markets with customized portfolio construction and proprietary co-investment opportunities. Wealth Advisory encompasses estate planning, tax management, philanthropy, private banking through New Republic Bank, and succession planning. Family Office Services provides coordinated financial planning, a customized client reporting portal for consolidated asset views across custodians, and access to a network of third-party professionals. The firm was founded in February 2021 with $1.3 billion from founding families and manages over $2.6 billion for families and institutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management
• Wealth Advisory
• Family Office Services
• Customized Client Reporting Portal

Quantifiable outcome

• AUM grew from $1.3 billion at launch (February 2021) to over $2.6 billion as of September 2025 — doubling in approximately 4.5 years.

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• New Republic BankcoreStrategic or Co-development PartnerNew Republic Partners maintains a partnership with New Republic Bank to provide clients with strategic financing solutions including custom mortgages, securities-based lending, and cash management. This partnership extends the firm's wealth advisory offering into banking services, allowing clients to access integrated credit and lending solutions within the broader wealth management relationship.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• Rockefeller Capital Management: Large national multi-family office and wealth management platform offering investment management, wealth advisory, and family office services to ultra-high-net-worth families, with significantly broader scale and geographic reach than NRP.
• HighTower Advisors: National RIA and multi-family office platform serving high-net-worth families and institutions; competes for similar talent and clients and operates a multi-office model comparable to NRP's regional structure.
• BNY Mellon Wealth Management: Large national wealth management franchise offering investment management, trust and estate, and family office services to ultra-high-net-worth families — a scaled incumbent that competes for the same client wallet share.

Direct peers

• Cresset Capital: Multi-family office serving ultra-high-net-worth families with integrated investment, wealth advisory, and family office services; William Amerine previously served in a leadership role at Cresset, underscoring its close comparability.
• Brown Advisory: Independent investment and wealth advisory firm with strong family office and endowment practices; Alexandra Bayler previously served as a portfolio manager, making it a comparable private-market-access-oriented wealth manager.
• Pathstone: Independent multi-family office serving ultra-high-net-worth families with investment advisory, trust and estate planning, and family office services — closely comparable in service offering and target client.
• CapTrust: Large multi-family office and RIA platform serving families, foundations, and endowments with investment management, wealth advisory, and family office services — the closest direct competitor in scale, service mix, and client base to New Republic Partners.
• Geller Advisors: Single-family-office-style platform serving ultra-wealthy families with investment management and family office services; William Amerine previously served as a managing director, making it a near-direct peer.
• Concentric Wealth Partners: Multi-family office and RIA serving high-net-worth families with customized investment, wealth, and family office services — directly comparable model and client base to NRP.
• Ascent Private Capital Management (U.S. Bank): Multi-family office serving high-net-worth families within U.S. Bank; William Amerine helped launch its Denver office, making it a closely comparable MFO platform with a similar client base and service model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/new-republic-partners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about New Republic Partners