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Zelle Reams Dunn

New Republic Partners

Charlotte, NC

CRD 3232933

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Employer firm

New Republic Partners CRD 310907

$3.03B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
New Republic Partners

521 East Morehead Street Suite 100, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-03-31
NC RA APPROVED 2022-08-30
  • SC RA
    APPROVED
    Since 2023-03-31
  • NC RA
    APPROVED
    Since 2022-08-30

Branch Locations

521 East Morehead Street Suite 100, Charlotte, NC 28202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 01/2015 08/2022
Bank Of America, N.A. Charlotte NC 02/2015 08/2022
New Republic Capital, Llc Charlotte NC 08/2022 Present
Previous Registrations
Other Businesses

For profit or not for profit: For-Profit Organization Name of outside business organization: Columbia Capital XII LLC Investment related: Y Address of business: Charlotte, North Carolina 28207 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 1/24/2020 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Cash account opened to Invest in Tiger Global PIP XII LLC For profit or not for profit: For-Profit Organization Name of outside business organization: Columbia Capital XIV LLC Investment related: Y Address of business: Charlotte, North Carolina 28207 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 3/8/2021 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: This is a LLC to buy into Tiger PIP XIV, which is the underlying investment

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-08-25
  • S66 Uniform Combined State Law Examination
    1999-08-25
Other Names
  • Zelle Braswell Reams
  • Zelle Braswell Dunn

View on SEC IAPD

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