CHURCHILL ASSET MANAGEMENT LLC
Latest filing: Aug 29, 2024 (62 days ago)
AUM
$42,453,206,348
31% change vs. 1 year ago
137% change vs. 3 years ago
802% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
167
12% change vs. 1 year ago
86% change vs. 3 years ago
406% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
375 PARK AVENUE, NEW YORK, NY, UNITED STATES, 10152
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $42.5 |
| Non-Discretionary | $0.0 |
| Total | $42.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $19.0 |
| Institutional | $23.4 |
| Total | $42.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| JP MORGAN CHASE BANK NA | MONROE-LA-USA | $19.1 |
| THE BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $3.0 |
| US BANK NATIONAL ASSOCIATION | CHARLOTTE-NC-USA | $1.1 |
| STATE STREET CORPORATION | KANSAS CITY-MO-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $23.4 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $23.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 7% | $1.6 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 8% | $1.9 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 43% | $10.1 |
| Cash | 1% | $0.2 |
| Other | 41% | $9.6 |
| Total | 100% | $23.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TEACHERS ADVISORS, LLC | $368.6 | 107157 | |
| TIAA-CREF INVESTMENT MANAGEMENT LLC | $249.9 | 107168 | |
| NUVEEN ASSET MANAGEMENT, LLC | $239.6 | 155584 | |
| NUVEEN FUND ADVISORS, LLC | $150.4 | 104626 | |
| NUVEEN ALTERNATIVES ADVISORS LLC | $141.6 | 160255 | |
| WINSLOW CAPITAL MANAGEMENT LLC | $23.4 | 106940 | |
| GRESHAM INVESTMENT MANAGEMENT LLC | $6.2 | 134392 | |
| CHURCHILL DLC ADVISOR LLC | $1.7 | 304945 | |
| AGR PARTNERS LLC | $1.1 | 283081 | |
| NUVEEN INVESTMENT MANAGEMENT INTERNATIONAL LIMITED | $0.0 | 306545 | |
| CHURCHILL FUND GP II S.AR.L | $0.0 | - | |
| CHURCHILL FUND GP II LLC | $0.0 | - | |
| NUVEEN MANAGEMENT AIFM LIMITED | $0.0 | 283854 | |
| CHURCHILL CO-INVESTMENT PARTNERS II (LUX) GP S.Á.R.L | $0.0 | - | |
| GLENNMONT ASSET MANAGEMENT LIMITED | $0.0 | 304228 | |
| CHURCHILL DE GP, LLC | $0.0 | - | |
| TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | $0.0 | - | |
| CHURCHILL CO-INVESTMENT PARTNERS II (US) GP, LLC | $0.0 | - | |
| CHURCHILL FUND V GP LLC | $0.0 | - | |
| TPS INVESTORS GP, LLC | $0.0 | - | |
| CHURCHILL JUNIOR CAPITAL OPPORTUNITIES FUND II GP, LLC | $0.0 | - | |
| SENIOR MPD FUND GP LLC | $0.0 | - | |
| ARCMONT ASSET MANAGEMENT LIMITED | $0.0 | 306949 | |
| NUVEEN UK LIMITED | $0.0 | - | |
| TCAM DOF GP, LLC | $0.0 | - | |
| TGAM CHURCHILL FUND GP LLC | $0.0 | - | |
| COPPER DIRECT LENDING GP, LLC | $0.0 | - | |
| CHURCHILL FUND V UL GP LLC | $0.0 | - | |
| CHURCHILL MMSL V SPV GP LTD. | $0.0 | - | |
| CHURCHILL LUX GP, S.À R.L | $0.0 | - | |
| NUVEEN ALTERNATIVES EUROPE SARL | $0.0 | - | |
| GLENNMONT PARTNERS I LIMITED | $0.0 | - | |
| CLEAN ENERGY PARTNERS LLP | $0.0 | - | |
| NUVEEN SINGAPORE PRIVATE LIMITED | $0.0 | - | |
| CHURCHILL SECONDARY PARTNERS GP, LLC | $0.0 | - | |
| CMIC FUNDING GP LLC | $0.0 | - | |
| CHURCHILL FUND III GP LLC | $0.0 | - | |
| CHURCHILL MMSLF III SPV GP LTD. | $0.0 | - | |
| CHURCHILL (JPY) SERIES 2022 GP, LLC | $0.0 | - | |
| WESTCHESTER GROUP REAL ESTATE, INC | $0.0 | - | |
| NUVEEN AUSTRALIA LIMITED | $0.0 | - | |
| NUVEEN HONG KONG LIMITED | $0.0 | - | |
| NUVEEN JAPAN CO. LIMITED | $0.0 | - | |
| NAP INVESTORS GP, LLC | $0.0 | - | |
| NUVEEN JUNIOR CAPITAL OPPORTUNITIES FUND GP S.AR.L | $0.0 | - | |
| NUVEEN SECURITIES, LLC | $0.0 | broker-dealer | 469 |
| TIAA-CREF LIFE INSURANCE COMPANY | $0.0 | - | |
| TIAA-CREF ASSET MANAGEMENT LLC | $0.0 | - | |
| NUVEEN ASSET MANAGEMENT EUROPE SARL | $0.0 | - | |
| CHURCHILL FEEDER FUND GP II S.AR.L | $0.0 | - | |
| CNV INVESTORS LUX GP S.À R.L | $0.0 | - | |
| CHURCHILL JUNIOR CAPITAL OPPORTUNITIES FUND II GP S.À R.L | $0.0 | - | |
| CNV INVESTOR GP LLC | $0.0 | - | |
| CHURCHILL CO-INVESTMENT PARTNERS GP LLC | $0.0 | - | |
| CHURCHILL CAD GP, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| KENCEL, KENNETH, JOHN | ELECTED MANAGER AND CHIEF EXECUTIVE OFFICER |
| VICHNESS, SHAUL, NMN | SENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER |
| MCCALLY, JOHN, DAVID | SENIOR MANAGING DIRECTOR, GENERAL COUNSEL |
| KUKULKA, CHARMAGNE, BETH | PRINCIPAL, CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $42.5 | $0.0 | 0% | 167 | 0 | 0% |
| 2024-04-02 | $42.5 | $0.0 | 0% | 167 | 0 | 0% |
| 2023-04-04 | $32.5 | $10.0 | 31% | 149 | 18 | 12% |
| 2022-04-01 | $26.8 | $15.6 | 58% | 114 | 53 | 46% |
| 2021-04-05 | $17.9 | $24.6 | 137% | 90 | 77 | 86% |
| 2020-04-01 | $6.8 | $35.7 | 524% | 65 | 102 | 157% |
| 2019-04-01 | $4.7 | $37.7 | 802% | 33 | 134 | 406% |
| 2018-04-02 | $2.3 | $40.2 | 1745% | 26 | 141 | 542% |
| 2017-04-01 | $1.3 | $41.1 | 3068% | 21 | 146 | 695% |
| 2016-04-01 | $0.4 | $42.1 | 10653% | 15 | 152 | 1013% |
| 2015-04-01 | $0.0 | $0.0 | 0% | 11 | 156 | 1418% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, TX-03/30/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV