First Republic Investment Management Overview

  • Year Founded
  • 2007

Year Founded

  • Status
  • Private

  • Employees
  • 30

Employees

  • Latest Deal Type
  • Platform

  • Financing Rounds
  • 1

  • Investments
  • 3

First Republic Investment Management General Information

Description

Provider of investment management services for high net worth individuals, families, pooled investment vehicles, pension, and profit sharing plans, charitable organizations, and state municipal and government. The company specializes in wealth management and offers trust, brokerage, and banking services. The company also invests in public equity, fixed income, and alternative investment markets.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Brokerage
Other Commercial Banks
Primary Office
  • 111 Pine Street
  • San Francisco, CA 94111
  • United States
+1 (415) 000-0000

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First Republic Investment Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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First Republic Investment Management Executive Team (16)

Name Title Board Seat Contact Info
Robert Thornton President
Jon Goldstein Senior Managing Director & Wealth Manager
Angela Raitzin Managing Director and Wealth Manager
Phil Scott Schlaepfer Managing Director & Wealth Manager
Christopher Wolfe Chief Investment Officer
You’re viewing 5 of 16 executive team members. Get the full list »

First Republic Investment Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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First Republic Investment Management Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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First Republic Investment Management Investments (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
LPL Financial 01-Mar-2022 0000 Brokerage
LPL Financial 01-Dec-2021 0000 Brokerage
Constellation Wealth Advisors 01-Oct-2015 Buyout/LBO 00000 Consumer Finance
To view First Republic Investment Management’s complete investments history, request access »