Churchill Asset Management LLC

RIASEC RegisteredEst. 2015
Total AUM
$55.7B
Discretionary
$55.7B
100% of AUM
Avg account
$773M
Accounts
72
Employees
206
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
175092
Registered since
March 30, 2015
Custodians
J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON, U.S. BANK, N.A., STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles44.02%
  • Insurance Companies35.08%
  • Business Development Companies9.18%
  • Other6.9%
  • Sovereign Wealth Funds2.92%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Churchill Asset Management LLC is an SEC-registered investment manager organized as an LLC that operates multiple private pools and fund vehicles for institutional clients. The firm identifies itself as a multifaceted fund manager with activity across private equity, hedge funds and securitized asset strategies, and it operates in roles that include sponsor and general partner responsibilities for pooled vehicles. Churchill performs portfolio management for investment companies, pooled investment vehicles and institutional/business clients, and it also lists publication of periodicals or newsletters among its activities. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and reports being an active ESG investor. Fee arrangements span several forms: percentage-of-AUM fees, subscription fees, fixed fees and performance-based fees. Churchill does not position itself primarily as a capital allocator; its orientation is toward managing and advising pooled vehicles and institutional mandates. Its client base is institutional, and ownership is reported as a mix of domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

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 45%, Private Funds 33%, Non-Exchange Traded Equities 13%, Non-Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 1%45%
  • Other45%
  • Private Funds33%
  • Non-Exchange Traded Equities13%
  • Non-Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Shaul Vichness

    Shaul Vichness

    Senior Managing Director and Chief Financial OfficerCRD 6453926

  • Charmagne Kukulka

    Charmagne Kukulka

    Principal And Chief Compliance OfficerCRD 6226714

Contacts

2 of 2
  • Kenneth Kencel

    Kenneth Kencel

    PresidentCRD 1829913

  • John Mccally

    John Mccally

    Senior Managing DirectorCRD 5723881

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth