CHANNING GLOBAL ADVISORS, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 290893
- Registered since
- January 4, 2018
- Website
- channingglobal.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government65.38%
- Charitable Organizations21.38%
- Pooled Investment Vehicles8.16%
- Other Investment Advisers4.46%
- Other0.54%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Channing Global Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2018. The firm focuses on institutional clients and charges fees based on a percentage of assets under management. Its stated advisory activities center on portfolio management for pooled investment vehicles and for businesses or institutional clients. Channing Global Advisors identifies as an active ESG investor and has roles that include acting as an investment adviser and sponsor as well as serving as a GP/managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities96%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1JOSEPHINE JIMENEZ
Chief Investment Officer Portfolio Manager AnalystCRD 5491834
Contacts
2 of 2RONALD HOLT
Portfolio Manager, AnalystCRD 2188924
SIDNEY WIGFALL
Founder & Managing PartnerCRD 4712352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$1M in ETFs
100%
$1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK URANIUM AND NUCLEAR ETF (NLR) | VanEck | Passive | Miscellaneous Sector | $755K | 5,666 | 72.09% |
Location
Fort Lauderdale, FL
BROWARD
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 500 E Broward Blvd
- Time zone
- ET (UTC-5)
- Office locations
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