CHURCHILL ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2015
Total AUM
$55.7B
Discretionary
$55.7B
100% of AUM
Avg account
$773M
Accounts
72
Employees
206
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
175092
Registered since
March 30, 2015
Custodians
J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON, U.S. BANK, N.A., STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles44.02%
  • Insurance Companies35.08%
  • Business Development Companies9.18%
  • Other6.9%
  • Sovereign Wealth Funds2.92%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Churchill Asset Management LLC is an SEC-registered investment manager organized as an LLC and active since 2015. The firm targets institutional clients and runs a multi-strategy platform that includes hedge fund management, private equity funds, and securitized asset vehicles. Its advisory scope spans portfolio management for investment companies, pooled investment vehicles and institutional balance sheets, and the firm also acts as a commodity pool operator/commodity trading advisor and publishes periodic investment material. Investment activity is tilted toward private markets and structured products while retaining liquid strategies via hedge funds. Churchill charges a mix of percentage-of-AUM, subscription, fixed and performance-based fees. It identifies as an active ESG investor, and its business model includes sponsor/GP roles and other affiliations that allow it to create and manage pooled vehicles and bespoke institutional strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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: Other 45%, Private Funds 33%, Non-Exchange Traded Equities 13%, Non-Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 1%45%
  • Other45%
  • Private Funds33%
  • Non-Exchange Traded Equities13%
  • Non-Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • SHAUL VICHNESS

    Senior Managing Director and Chief Financial OfficerCRD 6453926

  • CHARMAGNE KUKULKA

    Principal And Chief Compliance OfficerCRD 6226714

Contacts

2 of 2
  • KENNETH KENCEL

    PresidentCRD 1829913

  • JOHN MCCALLY

    Senior Managing DirectorCRD 5723881

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
375 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth