Churchill Investment Management LLC

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Assets, Funds, Holdings

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Churchill Investment Management LLC
CRD #305060
SEC #801-121168
CIK #0001094749
AUM $12.1 B (2026-03-30)
Employees 101 (16% Investors, 0% Brokers)
Phone646-517-5353
Address1415 Vantage Park Drive
Charlotte, NC 28203
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
151296302010201520212027
CIK Period
0001094749
Sector Form 13F Holdings Value ($B)
Broadcom Inc 0.1
Nvidia Corp 0.1
Microsoft Corp 0.1
Netflix Inc 0.1
Apple Inc 0.0
Cardinal Health Inc 0.0
Alphabet Inc 0.0
General Electric Co 0.0
Facebook Inc 0.0
CrowdStrike Holdings Inc 0.0
Seagate Technology PLC 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($M) AUM ($M)
HF Churchill Income Opportunity Fund Offshore LP 2023-03-31 38.5
RE Churchill Special Situations Fund LP 2021-03-31 0.0
HF Churchill Income Opportunity Fund LP [2019-11-01] 1.4 2.0
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 7 12.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 1 0.0
Total 8 12.1
By Discretionary
Discretionary 7 12.1
Non-Discretionary 1 0.0
Total 8 12.1
By Non-United States Persons
Non-United States Persons 12.1
United States Persons 0.1
Total 8 12.1
Form D Directors Role # Filings # Firms 2011 - 2026
Justin Ehrlich 11 2
Churchill Income Opportunity Fund GP LLC 1 1
Sorabh Maheshwari 1 1
Travis Masters 1 1
Derrick Land 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001094749]
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