Channing Global Advisors provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 3 private funds.
Channing Global Advisors reports 33 clients. They include 16 charitable organizations, 9 state or municipal government entities and 5 other clients. Of its assets, 95.8% ($1.06B across 35 accounts) are managed with discretion; $46.3M across 2 accounts are not. A wrap fee program the firm both sponsors and manages holds $34.7M.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 9% | 8% |
| Charitable organizations | 48% | 21% |
| State or municipal government entities | 27% | 65% |
| Other investment advisers | Fewer than 5 | 4% |
| Corporations and other businesses | Fewer than 5 | <1% |
| Other client typesOther | 15% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $90.6M | 8.2% | $30.2M |
| Charitable organizations | 16 | $237M | 21.4% | $14.8M |
| State or municipal government entities | 9 | $726M | 65.4% | $80.7M |
| Other investment advisers | Fewer than 5 | $49.5M | 4.5% | — |
| Corporations and other businesses | Fewer than 5 | $789K | 0.1% | — |
| Other | 5 | $6.04M | 0.5% | $1.21M |
| Total | 33 | $1.11B | 100% | — |
- Clients
- 3
- Regulatory AUM
- $90.6M
- AUM share
- 8.2%
- Avg. per client
- $30.2M
- Clients
- 16
- Regulatory AUM
- $237M
- AUM share
- 21.4%
- Avg. per client
- $14.8M
- Clients
- 9
- Regulatory AUM
- $726M
- AUM share
- 65.4%
- Avg. per client
- $80.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $49.5M
- AUM share
- 4.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $789K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $6.04M
- AUM share
- 0.5%
- Avg. per client
- $1.21M
Total
- Clients
- 33
- Regulatory AUM
- $1.11B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
Channing Global Advisors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Channing Capital Management, LLC owns 50% to 75% of Channing Global Advisors and is in turn owned by Rodney Herenton (50–75%) and Wendell Mackey (50–75%). The leadership team of Channing Global Advisors includes Chief Investment Officer Josephine Jimenez and Chief Compliance Officer Sidney Wigfall. It has 8 employees, 4 of them in advisory roles.
Leadership
- Sidney WigfallChief Legal & Governance Officer, Managing Corporate Counsel & Chief Compliance Officer
- Ronald HoltPortfolio Manager & LLC-Member/Owner
- Josephine JimenezManaging Director, Chief Investment Officer, Portfolio Manager & LLC-Member/Owner
Staff
- 8 employees
- 4 in advisory functions
- 2 soliciting firms
- Owns 50% to 75% of Channing Global Advisors, LLC
Channing Capital Management, LLC
Control person · since September 2017
- Owns 50% to 75% of Channing Capital Management, LLC
Rodney Herenton
Control person · since August 2003
- Owns 50% to 75% of Channing Capital Management, LLC
Wendell Mackey
Control person · since January 2004
- Owns 25% to 50% of Channing Global Advisors, LLC
Josephine Jimenez
Control person · since September 2017
- Owns 25% to 50% of Channing Global Advisors, LLC
Josephine S. Jimenez Trust
since December 2022
- Owns 10% to 25% of Channing Global Advisors, LLC
Ronald Holt
Control person · since November 2017
- Owns 10% to 25% of Channing Global Advisors, LLC
Holt Family Trust
since March 2023
Channing Global Advisors’ regulatory assets grew 3.1× from $358M (April 2021) to $1.11B (March 2026); clients rose from 1 to 33 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.11B | 33 | 8 | 2 |
| March 2025 | $844M | 26 | 7 | 1 |
| March 2024 | $553M | 21 | 7 | 1 |
| April 2023 | $425M | 17 | 7 | 1 |
| April 2022 | $358M | 1 | 8 | 1 |
| April 2021 | $358M | 1 | 6 | 1 |
Besides its headquarters, Channing Global Advisors has 1 office, with 2 listed addresses in Florida and Illinois.
Florida · 1 listed address
- 500 E. Broward BLVD, Suite 1135, Fort LauderdaleHQ
Illinois · 1 listed address
- 10 South Lasalle, Chicago
Contact and registration details
- Legal name
- Channing Global Advisors, LLC
- Headquarters
- 500 E. Broward BLVD, Suite 1135, Fort Lauderdale, FL 33394
- Website
- channingglobal.com
- Phone
- 305-517-5107
- SEC file
- 801-112256
- Structure
- Delaware LLC
- Fiscal year end
- December
Channing Global Advisors uses State Street Bank & Trust ($569M, 66%), BNY Mellon, NA ($194M, 22%) and Northern Trust Bank ($100M, 12%) as custodians for its separately managed accounts. Channing Global Advisors has custody of client assets.
- BNY Mellon, NABNY Mellon, NA · New York, NY · $194M22%
- Northern Trust BankNorthern Trust Bank Corp · Chicago, IL · $100M12%
- State Street Bank & TrustState Street Bank & Trust Company · Boston, MA · $569M66%
At year end, Channing Global Advisors’ separately managed accounts were mostly in stocks (97%).
What the accounts hold
- Stocks97%
- Exchange-traded equities95%
- Non-exchange-traded equities2%
- Funds1%
- Cash2%
How many clients does Channing Global Advisors have?
Channing Global Advisors has 33 clients and manages $1.11 billion for them, as of March 2026. They include 16 charitable organizations, 9 state or municipal government entities and 5 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Channing Global Advisors offer?
Channing Global Advisors provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Channing Global Advisors use?
Channing Global Advisors’ separately managed account assets are held at State Street Bank & Trust Company (Boston, MA), with $569M, BNY Mellon, NA (New York, NY), with $194M and Northern Trust Bank Corp (Chicago, IL), with $100M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Channing Global Advisors have?
Channing Global Advisors has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Channing Global Advisors invest in?
At the end of its last fiscal year, Channing Global Advisors’ separately managed accounts held 95% exchange-traded equities, 2% non-exchange-traded equities, 2% cash and equivalents and 1% registered funds (mutual funds, ETFs, BDCs). It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Channing Global Advisors?
Channing Global Advisors is owned through a holding company by Rodney Herenton and Wendell Mackey. Its direct owners are Channing Capital Management, LLC (50% to 75%), Josephine Jimenez (25% to 50%), Josephine S. Jimenez Trust (25% to 50%), Ronald Holt (10% to 25%) and Holt Family Trust (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Channing Global Advisors get paid?
Channing Global Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Channing Global Advisors?
Channing Global Advisors’ main office is at 500 E. Broward BLVD, Suite 1135, Fort Lauderdale, FL 33394. Its phone number is 305-517-5107. Its website is channingglobal.com.