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 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

FINTRX

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Anthony Cardiero

    Chief Financial OfficerCRD 7892949

Contacts

3 of 5
  • DERRICK LAND

    Managing PartnerCRD 5885946

  • SORABH MAHESHWARI

    Managing PartnerCRD 4206058

  • STEPHEN MASTERS

    Managing PartnerCRD 5926141

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
1415 Vantage Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth