First Republic Investment Management is a fund manager in San Francisco with $139.51 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-56293
FINRA CRD number
108559
AUM ?
$139.51 bn
(as of 6 Jun 23)
Accounts
84,774
(as of 6 Jun 23)
Employees
1,165
(720 investment advisory or research)
Address
First Republic Investment Management
111 PINE STREET
SAN FRANCISCO
CA 94111
111 PINE STREET
SAN FRANCISCO
CA 94111
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
4152965727
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Thornton, Robert, Lee | Director and President | 12/2006 | < 5% |
Tateosian, David, Charles | Director | 07/2010 | < 5% |
Gentin, Nicolas, Robin | Director | 07/2010 | < 5% |
Hong, Amy, H | Director | 02/2023 | < 5% |
Wolfe, Christopher, J | Director | 07/2016 | < 5% |
Burge, Andrew, C | Director | 01/2021 | < 5% |
Hale, Jessica, Riley | Chief Compliance Officer | 01/2023 | < 5% |
Jpmorgan Chase Bank, N.a. | Shareholder | 05/2023 | > 75% |
Jpmorgan Chase & Co. | Stockholder | 05/2023 | > 75% |
Ownership
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21