Churchill Investment Management LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 305060
- Registered since
- May 7, 2021
- Website
- www.churchillre.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles99.95%
- Other0.05%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Churchill Investment Management LLC is an institutional registered investment adviser that positions itself to serve institutional clients through portfolio management and sponsor roles. The firm registered with the SEC in 2021 and is organized as an LLC with domestic ownership. Its stated advisory activities emphasize managing portfolios for pooled investment vehicles and for businesses or institutional investors. Churchill reports it is not an active ESG investor and does not operate as a multi-state adviser. Its fee arrangements include percentage-of-AUM fees as well as performance-based and other fee structures, consistent with managing both traditional and incentive-linked strategies. Churchill’s regulatory and business disclosures also list a range of industry roles beyond pure advisory work: the firm identifies as an investment adviser and real estate broker, and it acts as a sponsor/GP or managing member of pooled investment vehicles and as sponsor of limited partnerships (excluding pooled investment vehicles). Those designations indicate the firm both allocates to external managers and originates or runs internally sponsored pooled vehicles.
Assets & Accounts
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
- Other100%
Owners & executives
1 of 1Anthony Cardiero
Chief Financial OfficerCRD 7892949
Contacts
3 of 5
Stephen Masters
Managing PartnerCRD 5926141

Derrick Land
Managing PartnerCRD 5885946
Justin Ehrlich
Managing PartnerCRD 6170501
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 4444 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
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