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First Republic Investment Management

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Type

Hedge Fund Manager

Location

San Francisco CA US

Alternative Asset Classes

HF

Established

1985

Firm Ownership

-

Investment Team Staff

Total Staff

690
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 Funds Raised in Last 10 Years Est. Dry Powder Strategies
Private Equity - -
Real Estate - -
Private Debt - -
Infrastructure - -
Natural Resources - -
Asset Class No. of Funds Currently Managed AuM Date of AuM Strategies
Hedge Funds 10 Fixed Income, Long/Short Equity

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29 Known Decision Makers

Contact Name Position Location Email Telephone Asset Class
Managing Director & Wealth Manager Santa Barbara, US HF
Executive Vice President Los Angeles, US HF
Managing Director Newport Beach, US HF
Managing Director San Francisco, US HF
Managing Director & Wealth Manager New York, US HF

Showing 5 of 29 known decision makers at First Republic Investment Management

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10 Hedge Funds Managed

Fund Name Share Classes Inception Date Core Strategy Status Latest AUM
Fixed Income Active
Active
Active
Active
Fixed Income Active

Showing 5 of 10 hedge funds managed by First Republic Investment Management

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