FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC
Legal name: FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC
CRD #285836 SEC #801-110171 NEW YORK, NY 212-461-5761
SEC Registered Private Funds
Total AUM
$815M
Discretionary
$0
Employees
28
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $815M | $0 | $815M | 28 | 0 |
| Jun 2025 | $815M | $0 | $815M | 28 | 0 |
| Mar 2025 | $815M | $0 | $815M | 28 | 0 |
| Mar 2024 | $910.9M | $0 | $910.9M | 21 | 0 |
| Sep 2023 | $880.6M | $0 | $880.6M | 22 | 0 |
| Jul 2023 | $790.8M | $0 | $790.8M | 22 | 0 |
| Mar 2023 | $790.8M | $0 | $790.8M | 22 | 0 |
| Apr 2022 | $471.7M | $0 | $471.7M | 22 | 0 |
| Feb 2022 | $426M | $0 | $426M | 16 | 0 |
| Nov 2021 | $426M | $0 | $426M | 16 | 0 |
| Mar 2021 | $426M | $0 | $426M | 16 | 0 |
| Mar 2020 | $374.1M | $0 | $374.1M | 16 | 0 |
| Mar 2019 | $204.9M | $0 | $204.9M | 16 | 0 |
| Jan 2019 | $237.2M | $0 | $237.2M | 9 | 0 |
| Mar 2018 | $237.2M | $0 | $237.2M | 9 | 0 |
| Aug 2017 | $250M | $250M | $0 | 13 | 0 |
| Aug 2017 | $250M | $250M | $0 | 13 | 0 |
| Jul 2017 | $250M | $250M | $0 | 13 | 0 |
| Nov 2016 | $240K | $240K | $0 | 13 | 1 |
| Nov 2016 | $240K | $240K | $0 | 13 | 1 |
DateNov 2025
Total AUM$815M
Discretionary$0
Non-Disc.$815M
Employees28
Clients0
DateJun 2025
Total AUM$815M
Discretionary$0
Non-Disc.$815M
Employees28
Clients0
DateMar 2025
Total AUM$815M
Discretionary$0
Non-Disc.$815M
Employees28
Clients0
DateMar 2024
Total AUM$910.9M
Discretionary$0
Non-Disc.$910.9M
Employees21
Clients0
DateSep 2023
Total AUM$880.6M
Discretionary$0
Non-Disc.$880.6M
Employees22
Clients0
DateJul 2023
Total AUM$790.8M
Discretionary$0
Non-Disc.$790.8M
Employees22
Clients0
DateMar 2023
Total AUM$790.8M
Discretionary$0
Non-Disc.$790.8M
Employees22
Clients0
DateApr 2022
Total AUM$471.7M
Discretionary$0
Non-Disc.$471.7M
Employees22
Clients0
DateFeb 2022
Total AUM$426M
Discretionary$0
Non-Disc.$426M
Employees16
Clients0
DateNov 2021
Total AUM$426M
Discretionary$0
Non-Disc.$426M
Employees16
Clients0
DateMar 2021
Total AUM$426M
Discretionary$0
Non-Disc.$426M
Employees16
Clients0
DateMar 2020
Total AUM$374.1M
Discretionary$0
Non-Disc.$374.1M
Employees16
Clients0
DateMar 2019
Total AUM$204.9M
Discretionary$0
Non-Disc.$204.9M
Employees16
Clients0
DateJan 2019
Total AUM$237.2M
Discretionary$0
Non-Disc.$237.2M
Employees9
Clients0
DateMar 2018
Total AUM$237.2M
Discretionary$0
Non-Disc.$237.2M
Employees9
Clients0
DateAug 2017
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees13
Clients0
DateAug 2017
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees13
Clients0
DateJul 2017
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees13
Clients0
DateNov 2016
Total AUM$240K
Discretionary$240K
Non-Disc.$0
Employees13
Clients1
DateNov 2016
Total AUM$240K
Discretionary$240K
Non-Disc.$0
Employees13
Clients1