|
⚲
|
| Churchill Management Corp
✚
|
|
|---|---|
| CRD # | 109651 |
| SEC # | 801-4211 |
| CIK # | 0001094749 |
| AUM | $7.2 BB (2023-03-13) |
| Employees | 59 (73% Investors, 0% Brokers) |
| Phone | 323-937-7110 |
| Address | 5900 Wilshire Blvd Los Angeles, CA 90036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Chartwell Family ETF Fund LP | [2015-10-14] | 20.6 | 22.6 |
| HF | Chartwell Family Fund LP | 2012-01-30 | 13.9 | |
| HF | Chartwell Family Fund TFI | 2012-01-30 | 20.5 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,488 | 0.5 |
| (b) Individuals (high net worth individuals) | 4,851 | 6.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 267 | 0.2 |
| (h) Charitable organizations | 34 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 131 | 0.2 |
| (n) Other | 1,051 | 0.1 |
| Total | 19,055 | 7.2 |
| By Discretionary | ||
| Discretionary | 18,004 | 7.0 |
| Non-Discretionary | 1,051 | 0.1 |
| Total | 19,055 | 7.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 19,055 | 7.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Fred Fern | 4 | ||
| Chartwell Family Office LLC | 3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001094749] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Caledonia Private Investments PTY Limited
✚
|
8.0 | |
|
National Investment Services of America LLC
✚
|
WI | 7.9 |
|
Zacks Investment Management Inc
✚
|
IL | 7.8 |
|
Truston Asset Management Co Ltd
✚
|
6.8 | |
|
CPWM LLC
✚
|
WA | 6.7 |
|
Pinnacle Associates Ltd
✚
|
NY | 6.6 |
|
Rothschild & Co Asset Management US Inc
✚
|
CT | 6.5 |
|
Intermede Investment Partners Limited
✚
|
6.4 | |
|
Ziegler Capital Management LLC
✚
|
IL | 6.4 |
|
Hamlin Capital Management LLC
✚
|
NY | 6.3 |