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FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC

NEW YORK, NY · CRD 285836 · IAPD ↗ · firstcitizens.com · 212-461-5761

$829.2MRegulatory AUM
25Advisory reps
25Employees
0Clients
0Planning clients
2Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC added office(s): 3 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2026 — FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC grew from 16 to 25 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
July 2025 — FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC notice-filed in IL, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
13
April 2025 — FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC changed its website from cit.com to firstcitizens.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
38
April 2025 — FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
43
April 2024 — CIT ASSET MANAGEMENT LLC is now doing business as FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.