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| Happy Holidays!! thanks for using AUM13F!! |
| Churchill Investment Management LLC
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| CRD # | 305060 |
| SEC # | 801-121168 |
| CIK # | 0001094749 |
| AUM | $10.0 B (2025-04-04) |
| Employees | 87 (63% Investors, 0% Brokers) |
| Phone | 646-517-5353 |
| Address | 1415 Vantage Park Drive Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001094749 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Broadcom Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Netflix Inc | 0.1 | ||
| Apple Inc | 0.0 | ||
| Cardinal Health Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| General Electric Co | 0.0 | ||
| Facebook Inc | 0.0 | ||
| CrowdStrike Holdings Inc | 0.0 | ||
| Seagate Technology PLC | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($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 | 6 | 10.0 |
| (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 | 7 | 10.0 |
| By Discretionary | ||
| Discretionary | 6 | 10.0 |
| Non-Discretionary | 1 | 0.0 |
| Total | 7 | 10.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.0 | |
| United States Persons | 0.0 | |
| Total | 7 | 10.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Justin Ehrlich | 11 | ||
| Churchill Income Opportunity Fund GP LLC | 1 | ||
| Sorabh Maheshwari | 1 | ||
| Travis Masters | 1 | ||
| Derrick Land | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001094749] |
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