Channing Capital Management, LLC

RIASEC RegisteredEst. 2003
Total AUM
$4.2B
Discretionary
$4.2B
99% of AUM
Avg account
$54.5M
Accounts
78
Employees
20
Advisory reps
3

Firm details

Headquarters
Chicago, Illinois
CRD number
128450
Registered since
September 26, 2003
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government72.08%
  • Other Investment Advisers9.37%
  • Corporations / Businesses6.02%
  • Charitable Organizations4.56%
  • Pension & Profit Sharing Plans4.34%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Channing Capital Management, LLC is an institutional registered investment adviser founded in 2003 and organized as an LLC. The firm serves both individual and family clients as well as institutional investors, operating as an advisory-only manager rather than a capital allocator. Its advisory scope includes portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Fees combine a percentage-of-AUM schedule with the ability to charge performance-based fees. The firm is not characterized as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Rodney Herenton

    Rodney Herenton

    Founder and Co-CEOCRD 2384624

  • Wendell Mackey

    Wendell Mackey

    Co-Founder and Co-Chief Executive OfficerCRD 2661422

Contacts

1 of 1
  • Sidney Wigfall

    Sidney Wigfall

    Founder & Managing PartnerCRD 4712352

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
10 S La Salle St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth