Channing Global Advisors, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 290893
- Registered since
- January 4, 2018
- Website
- channingglobal.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government65.38%
- Charitable Organizations21.38%
- Pooled Investment Vehicles8.16%
- Other Investment Advisers4.46%
- Other0.54%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Channing Global Advisors, LLC is an institutional registered investment adviser that operates under a limited liability company structure. The firm is SEC registered (initial registration in 2018) and charges clients on a percentage-of-AUM basis. Its client focus is institutional investors, and its advisory work centers on portfolio management for pooled investment vehicles and for businesses or other institutions. The firm identifies as an active ESG investor and is involved in sponsor/GP roles and managing-member activity for pooled vehicles rather than serving primarily as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$710K in ETFs
100%
$710K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK URANIUM AND NUCLEAR ETF (NLR) | VanEck | Passive | Natural Resources | $394K | 3,813 | 55.59% |
Location
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 500 E Broward Blvd
- Time zone
- ET (UTC-5)
- Office locations
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