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 a privately held limited liability company that registered with the SEC in 2021 and focuses on institutional clients. Its advisory mandate centers on portfolio management, including oversight of pooled investment vehicles and management for businesses or other institutions. The firm charges fees based on a percentage of assets under management and can also collect performance-based and other fee arrangements. Churchill is not an active ESG investor and does not identify as a multi-state adviser or pension consultant. Its ownership is listed as a combination of a domestic entity and individual. Churchill has industry-facing roles beyond advisory work: filings indicate affiliations as an investment adviser, a real estate broker, and as a sponsor or managing member of pooled investment vehicles, including acting as sponsor of limited partnerships and as a general partner in pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 5DERRICK LAND
Managing PartnerCRD 5885946
SORABH MAHESHWARI
Managing PartnerCRD 4206058
STEPHEN MASTERS
Managing PartnerCRD 5926141
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
- 1415 Vantage Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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