{"url":"https://nivawealth.com/firms/channing-global-advisors-290893","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290893","regulatoryAum":1110391098,"crd":"290893","history":[{"filedOn":"2021-04-01","regulatoryAum":357909000,"clients":1,"employees":6,"offices":1},{"filedOn":"2022-04-01","regulatoryAum":357938000,"clients":1,"employees":8,"offices":1},{"filedOn":"2023-04-30","regulatoryAum":424664000,"clients":17,"employees":7,"offices":1},{"filedOn":"2024-03-05","regulatoryAum":553356000,"clients":21,"employees":7,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":844225000,"clients":26,"employees":7,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":1110391098,"clients":33,"employees":8,"offices":2}],"secFileNumber":"801-112256","legalName":"Channing Global Advisors, LLC","displayName":"Channing Global Advisors","slug":"channing-global-advisors-290893","website":"https://channingglobal.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/290893/7b10868f9975674d-r1.webp","tone":"light","width":893,"height":200,"sourceUrl":"https://channingglobal.com/","sourceLabel":"Channing Global Advisors, LLC, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"500 E. Broward BLVD, Suite 1135","city":"Fort Lauderdale","state":"FL","stateName":"Florida","country":"United States","postalCode":"33394"},"tradeNames":[],"registration":{"secApproved":"4 January 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":8,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"regulatory":1110391098,"discretionary":1064106059,"discretionaryAccounts":35,"nonDiscretionary":46285039,"nonDiscretionaryAccounts":2,"wrapProgram":34666563,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":90577504},{"label":"Charitable organizations","clients":16,"regulatoryAum":237452279},{"label":"State or municipal government entities","clients":9,"regulatoryAum":726028738},{"label":"Other investment advisers","clients":null,"fewerThan5":true,"regulatoryAum":49500859},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":789201},{"label":"Other","clients":5,"regulatoryAum":6042517}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"BNY Mellon, NA","shortName":"BNY Mellon, NA","location":"New York, NY","smaAssets":194154896},{"name":"Northern Trust Bank Corp","shortName":"Northern Trust Bank","location":"Chicago, IL","smaAssets":100122319},{"name":"State Street Bank & Trust Company","shortName":"State Street Bank & Trust","location":"Boston, MA","smaAssets":568769434}],"custodyNote":"Channing Global Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Sidney Wigfall","title":"Chief Legal & Governance Officer, Managing Corporate Counsel & Chief Compliance Officer","crd":"4712352"},{"name":"Ronald Holt","title":"Portfolio Manager & LLC-Member/Owner","crd":"2188924"},{"name":"Josephine Jimenez","title":"Managing Director, Chief Investment Officer, Portfolio Manager & LLC-Member/Owner","crd":"5491834"}],"ownership":[{"label":"Channing Capital Management, LLC","detail":"Llc-member/owner in the 50% to 75% ownership band and a control person, since September 2017."},{"label":"Josephine Jimenez","detail":"Managing director, chief investment officer, portfolio manager & llc-member/owner in the 25% to 50% ownership band and a control person, since September 2017. Also trustee & trustor-grantor of Josephine S. Jimenez Trust and a control person, since August 1996."},{"label":"Josephine S. Jimenez Trust","detail":"Llc-member/owner in the 25% to 50% ownership band, since December 2022."},{"label":"Ronald Holt","detail":"Portfolio manager & llc-member/owner in the 10% to 25% ownership band and a control person, since November 2017. Also trustee & trustor-grantor of Holt Family Trust and a control person, since August 2013."},{"label":"Holt Family Trust","detail":"Llc member/owner in the 10% to 25% ownership band, since March 2023."},{"label":"Rodney Herenton","detail":"Indirect owner: a llc-member/owner & founder-partner of Channing Capital Management, LLC in the 50% to 75% band and a control person, since August 2003.","parent":"Channing Capital Management, LLC"},{"label":"Wendell Mackey","detail":"Indirect owner: a llc-member/owner & founder-partner of Channing Capital Management, LLC in the 50% to 75% band and a control person, since January 2004.","parent":"Channing Capital Management, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"500 E. Broward BLVD, Suite 1135","city":"Fort Lauderdale","headquarters":true}]},{"state":"Illinois","offices":1,"addresses":[{"street":"10 South Lasalle","city":"Chicago"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"305-517-5107","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":95},{"label":"Non-exchange-traded equity securities","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":1},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":3},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/290893/PDF/290893.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Channing Global Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Channing Global Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Channing Global Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Channing Global Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Channing Global Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Channing Global Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Channing Global Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Channing Global Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}