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 investment adviser (since 2019) that operates as a limited liability company and targets institutional clients. The firm’s regulatory profile and business activities emphasize manager-type roles: it acts as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management services for investment companies. Its client relationships are fee-based, combining percentage-of-AUM billing with performance-linked fees, which aligns with active, outcome-driven mandates for institutional mandates and pooled vehicles. Churchill Dlc Advisor LLC is not listed as an active ESG investor and is not categorized as a capital allocator or related adviser, which suggests the firm typically manages strategies directly rather than primarily allocating to third-party managers. The adviser also has affiliations across a broad set of financial activities — including broker-dealer, registered municipal advisor, banking and insurance relationships, and sponsor/GP roles — indicating it operates in both sponsored pooled vehicles and other institutional products.

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

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
  • JOHN MCCALLY

    Senior Managing DirectorCRD 5723881

  • KENNETH KENCEL

    PresidentCRD 1829913

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