# FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC

FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 285836
- Type: SEC-registered investment adviser
- SEC file number: 801-110171
- Location: 11 WEST 42ND STREET, 11TH FLOOR, NEW YORK, NY, 10036
- Phone: 212-461-5761
- Latest filing: 2026-03-30
- Regulatory AUM: $829.2M
- Non-discretionary AUM: $829.2M
- Clients: 25
- Accounts: 2

## Business model

- Compensation: % of AUM, Performance
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (35)

_Showing 25 of 35 people._

| Name | Role | Location |
| --- | --- | --- |
| [Barrie Nmn Saltzman](https://search.stillhousedata.com/person/676866) | VICE PRESIDENT | — |
| [Kathleen Martha Sawka](https://search.stillhousedata.com/person/676867) | VICE PRESIDENT CORPORATE TREASURY | — |
| [Harvey Nmn Doppelt](https://search.stillhousedata.com/person/676868) | MANAGING DIRECTOR | — |
| [Eric Wai-Hung Fong](https://search.stillhousedata.com/person/676869) | DIRECTOR | — |
| [Neal Thomas Legan](https://search.stillhousedata.com/person/676870) | MANAGING DIRECTOR | — |
| [Alisha Danielle Gettys](https://search.stillhousedata.com/person/676871) | CHIEF COMPLIANCE OFFICER | — |
| [Christopher M Mclaughlin](https://search.stillhousedata.com/person/676872) | PRESIDENT | — |
| [Kyle David Coleman](https://search.stillhousedata.com/person/676873) | MANAGING DIRECTOR | — |
| [Peter Lawrence Skavla](https://search.stillhousedata.com/person/717019) | MANAGING DIRECTOR | — |
| [James Hudak](https://search.stillhousedata.com/person/717020) | PRESIDENT | — |
| [SHANAHAN JAMES PATRICK](https://search.stillhousedata.com/person/740956) | SENIOR VICE PRESIDENT & SECRETARY/DIRECTOR; SENIOR VICE PRESIDENT & SECRETARY/DIRECTOR MANAGER | — |
| [SULLIVAN PATRICK JAMES](https://search.stillhousedata.com/person/776488) | PRESIDENT/OFFICER/DIRECTOR | — |
| [ROBBINS PHILIP CURTICE](https://search.stillhousedata.com/person/783299) | PRESIDENT; PRESIDENT MANAGER | — |
| [TUFARO PAUL SCOTT](https://search.stillhousedata.com/person/798912) | CHIEF COMPLIANCE OFFICER | — |
| [BOYLE KENNETH CHARLES](https://search.stillhousedata.com/person/824148) | SENIOR VICE PRESIDENT/OFFICER | — |
| [NASSANEY KATHLEEN NMN](https://search.stillhousedata.com/person/824149) | DIRECTOR; DIRECTOR/OFFICER | — |
| [VOLIS MIRIT NMN](https://search.stillhousedata.com/person/824150) | VICE PRESIDENT CORPORATE TREASURY | — |
| [CARLSON MARK ADRIAN](https://search.stillhousedata.com/person/824152) | SENIOR VICE PRESIDENT & TREASURY CONTROLLER; SENIOR VICE PRESIDENT & TREASURY CONTROLLER/OFFICER | — |
| [SEUFERT LINDA MARIE](https://search.stillhousedata.com/person/824153) | VICE PRESIDENT & ASSISTANT SECRETARY | — |
| [SAWKA KATHLEEN MARTHA](https://search.stillhousedata.com/person/824155) | VICE PRESIDENT CORPORATE TREASURY | — |
| [KATSANOS ANDREW NMN](https://search.stillhousedata.com/person/835694) | CHIEF COMPLIANCE OFFICER/DIRECTOR | — |
| [TRANSUE CRAIG GERARD](https://search.stillhousedata.com/person/835695) | MANAGING DIRECTOR/OFFICER | — |
| [FONG ERIC WAI-HUNG](https://search.stillhousedata.com/person/835696) | DIRECTOR; DIRECTOR/OFFICER | — |
| [DOPPELT HARVEY NMN](https://search.stillhousedata.com/person/835697) | MANAGING DIRECTOR; MANAGING DIRECTOR/OFFICER | — |
| [LOGIUDICE JAMES FRANCIS](https://search.stillhousedata.com/person/835698) | ASSISTANT VICE PRESIDENT/OFFICER | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CIT NORTHBRIDGE CREDIT LLC | Private Equity Fund | Delaware | 2 | $609.5M | $50.0M |
| SIXTY-FIRST COMMERCIAL FINANCE HOLDINGS, LLC | Private Equity Fund | Delaware | 4 | $219.7M | $5.0M |


## Branch offices (24)

_Showing 15 of 24 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHICAGO | IL | 3 | 312-906-5752 |
| CHICAGO | IL | 3 | 312-906-5752 |
| DALLAS | TX | 2 | (214) 665-3400 |
| MORRIS TOWNSHIP | NJ | 2 | (855) 462-2652 |
| DALLAS | TX | 2 | (214) 665-3400 |
| MORRIS TOWNSHIP | NJ | 2 | (855) 462-2652 |
| — | — | 1 | 214-418-5499 |
| — | — | 1 | 214-620-8147 |
| — | — | 1 | 469-625-8976 |
| — | — | 1 | 818-416-1221 |
| — | — | 1 | 718-614-3484 |
| — | — | 1 | 301-706-0362 |
| — | — | 1 | 718-614-3484 |
| — | — | 1 | 301-706-0362 |
| — | — | 1 | 972-998-6632 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285836/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285836/similar
- Related entities: https://search.stillhousedata.com/firm/285836/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285836

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.