Channing Capital Management, LLC

RIASEC Registered

Total AUM

$4.2B

Discretionary

$4.2B

99% of AUM

Avg account

$54.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 128450
Registered since: September 26, 2003
Website: www.channingcapital.com
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 SEC-registered institutional RIA (registered in 2003) organized as a limited liability company and owned by an individual. The firm serves both high-net-worth individuals and family clients as well as institutional clients, providing portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Its fees combine a percentage of assets under management with performance-based fees. Channing shows a clear preference for publicly traded equities, does not identify as an active ESG investor, and reports advisory activity across pooled vehicles and investment companies.