Churchill Investment Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$12.1B
Discretionary
$12.1B
100% of AUM
Avg account
$1.5B
Accounts
8
Employees
101
Advisory reps
6

Firm details

Headquarters
Charlotte, North Carolina
CRD number
305060
Registered since
May 7, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Anthony Cardiero

    Chief Financial OfficerCRD 7892949

Contacts

3 of 5
  • Stephen Masters

    Stephen Masters

    Managing PartnerCRD 5926141

  • Derrick Land

    Derrick Land

    Managing PartnerCRD 5885946

  • Justin Ehrlich

    Justin Ehrlich

    Managing PartnerCRD 6170501

Unlock 2 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth