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
Website
cc.capital
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 organized as a limited liability company that operates as a private equity fund manager focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional balance sheets, charging fees that include a percentage of assets under management alongside other fee arrangements. It identifies as an active ESG investor and reports relationships across the financial ecosystem—affiliations include broker-dealers, other investment advisers, insurance companies, pension consultants and roles as sponsor/GP/managing member of pooled investment vehicles. The firm is not positioned as a general capital allocator; rather, it structures and manages a private fund vehicle and provides advisory services tied to that vehicle and to institutional mandates. Its governance and ownership are recorded as a mix of a domestic entity and an individual owner.

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%

Owners & executives

1 of 1
  • Thomas Boychuk

    Thomas Boychuk

    Chief Financial OfficerCRD 4885252

Contacts

2 of 2
  • Chinh Chu

    Chinh Chu

    Senior Managing Director, FounderCRD 2041433

  • Douglas Newton

    Douglas Newton

    Senior Managing DirectorCRD 4236314

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms