Churchill Dlc Advisor LLC

RIASEC RegisteredEst. 2019
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$2.1B
Accounts
1
Employees
206
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
304945
Registered since
September 3, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Churchill Dlc Advisor LLC is an SEC-registered limited liability company (registered in 2019) that operates as an institutional registered investment adviser. The firm serves institutional clients and provides portfolio management for investment companies while also engaging in commodity pool/CTA activities. Its compensation includes both percentage-of-assets fees and performance-based fees. The firm does not present itself as an ESG investor and is not described as a multi-state or newly formed adviser. FINTRX classifies the owner type as both a domestic entity and an individual. Churchill Dlc Advisor LLC maintains a range of industry relationships and roles: it is affiliated with broker-dealers and other investment advisers, registered as a municipal advisor, and has connections to banking/thrift and insurance company channels. The firm is listed as having sponsor roles for limited partnerships and other pooled investment vehicles, and it can act as sponsor, general partner, or managing member of pooled vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Shaul Vichness

    Shaul Vichness

    Senior Managing Director and Chief Financial OfficerCRD 6453926

  • Charmagne Kukulka

    Charmagne Kukulka

    Principal And Chief Compliance OfficerCRD 6226714

Contacts

2 of 2
  • John Mccally

    John Mccally

    Senior Managing DirectorCRD 5723881

  • Kenneth Kencel

    Kenneth Kencel

    PresidentCRD 1829913

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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