CC CAPITAL INSURANCE ADVISORS LLC

RIASEC RegisteredEst. 2025
Total AUM
$937M
Discretionary
$937M
100% of AUM
Avg account
$469M
Accounts
2
Employees
6
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
334723
Registered since
February 25, 2025
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles63.96%
  • Insurance Companies36.04%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

CC Capital Insurance Advisors LLC is a limited liability company registered with the SEC in 2025 that operates as a private equity–focused investment adviser to institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional balance sheets; it also functions in sponsor/GP and managing-member roles for pooled vehicles. Fee arrangements include percentage-of-AUM structures and other fee types. The firm identifies as an active ESG investor and lists affiliations across the financial-services ecosystem, including broker-dealers, insurance companies, and pension consulting relationships.

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: Private Funds 64%, Other 11%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 8%, US Government Bonds 7%64%
  • Private Funds64%
  • Other11%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds8%
  • US Government Bonds7%

Contacts

3 of 3
  • THOMAS BOYCHUK

    ControllerCRD 4885252

  • CHINH CHU

    Senior Managing Director, FounderCRD 2041433

  • DOUGLAS NEWTON

    Senior Managing DirectorCRD 4236314

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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
200 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth