Churchill Investment Management, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 305060
- Registered since
- May 7, 2021
- Website
- www.churchillre.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles99.95%
- Other0.05%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Churchill Investment Management, LLC is an SEC-registered institutional RIA organized as an LLC. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its compensation arrangements include a percentage-of-AUM fee schedule and performance-based fees, alongside other fee arrangements. Churchill reports it is not an active ESG investor and does not identify as a multi-state adviser or pension consultant. It is not classified as a capital allocator in the provided data.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other100%
Owners & executives
1 of 1Anthony Cardiero
Chief Financial OfficerCRD 7892949
Contacts
3 of 5
Derrick Land
Managing PartnerCRD 5885946

Sorabh Maheshwari
Managing PartnerCRD 4206058

Stephen Masters
Managing PartnerCRD 5926141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 1415 Vantage Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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