CC CAPITAL INSURANCE ADVISORS LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds64%
- Other11%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds8%
- US Government Bonds7%
Contacts
3 of 3THOMAS BOYCHUK
ControllerCRD 4885252
CHINH CHU
Senior Managing Director, FounderCRD 2041433
DOUGLAS NEWTON
Senior Managing DirectorCRD 4236314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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