First Republic Investment Management

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Overview Known decision makers Hedge funds managed

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First Republic Investment Management — overview

Established

1985

Firm Ownership

Investment Team Staff

Total Staff

690

About

Based in California and established in 1985, First Republic Investment Management is a hedge fund manager that provides wealthy individuals, family offices, and institutional clients with investment advice, asset allocation strategies, and portfolio construction recommendations. James Herbert founded the firm in 1985 and has built a bank by focusing on delivering customer service to a client roster that includes Quincy Jones, Larry King, former Clorox CEO Craig Sullivan, and San Francisco real estate investor Russ Flynn. The firm previously operated under the name Luminous Capital before being acquired by First Republic Bank in December 2012. On October 1, 2023 as a part of a corporate reorganization & through a series of internal transactions "First Republic Investment Management, Inc." became "J.P. Morgan Private Wealth Advisors LLC"

Asset Class	No. of Funds Currently Managed	Strategies
Private Equity	-	-
Private Debt	-	-
Real Estate	-	-
Infrastructure	-	-
Natural Resources	-	-

Asset Class	No. of Funds Currently Managed	AuM	Date of AuM	Strategies
Hedge Funds	7			Fixed Income,Long/Short Equity

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First Republic Investment Management - known decision makers (25)

Position	Location	Asset Class
Executive Vice President	San Francisco, US	HF
Executive Vice President & Chief Financial Officer	Bellevue, US	HF
Founder, Executive Chairman & Board of Directors	Los Angeles, US	HF
Managing Director	Newport Beach, US	HF
Managing Director	San Francisco, US	HF

Showing 5 of 25 known decision makers First Republic Investment Management

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First Republic Investment Management - hedge funds managed (7)

Fund Name	Share Classes	Core Strategy	Status
Altair - Rimrock	-	Fixed Income	Active
Altair Diversified Portfolio	-	Fixed Income	Active
Altair Global Asset Allocation Fund	-	Long/Short Equity	Active
Altair Global Credit Opportunities Fund (A)	-	Long/Short Equity	Active
Altair Global Credit Opportunities Fund (C)	-	Long/Short Equity	Active

Showing 5 of 7 hedge funds managed by First Republic Investment Management