{"url":"https://nivawealth.com/firms/churchill-investment-management-305060","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/305060","regulatoryAum":12143283506,"crd":"305060","secFileNumber":"801-121168","legalName":"Churchill Investment Management LLC","displayName":"Churchill Investment Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/churchill-re","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4444 South BLVD","city":"Charlotte","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"28209"},"tradeNames":[],"registration":{"secApproved":"7 May 2021","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":101,"advisory":16,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":12137466737,"discretionaryAccounts":7,"nonDiscretionary":5816769,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":75,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":7,"regulatoryAum":12137466737},{"label":"Other","clients":1,"regulatoryAum":5816769}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Churchill Investment Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Anthony Cardiero","title":"Chief Financial Officer","crd":"7892949"},{"name":"Paris Singer","title":"General Counsel and Chief Compliance Officer","crd":"7332753"},{"name":"Justin Ehrlich","title":"Managing Partner","crd":"6170501"},{"name":"Derrick Land","title":"Managing Partner","crd":"5885946"},{"name":"Sorabh Maheshwari","title":"Managing Partner","crd":"4206058"},{"name":"Stephen Masters","title":"Managing Partner","crd":"5926141"}],"ownership":[{"label":"Churchill Investment Advisors LLC","detail":"Direct owner in the 75% or more ownership band and a control person, since May 2019."},{"label":"MRC-CH Acquisition LLC","detail":"Indirect owner: a owner of Churchill Finance LLC in the 50% to 75% band and a control person, since March 2023.","parent":"Churchill Finance LLC"},{"label":"MRC-CH Holdings LLC","detail":"Indirect owner: a owner of MRC-CH Acquisition LLC in the 75% or more band and a control person, since February 2023.","parent":"MRC-CH Acquisition LLC"},{"label":"MRC-CH Investor LLC","detail":"Indirect owner: a owner of MRC-CH Holdings LLC in the 75% or more band and a control person, since February 2023.","parent":"MRC-CH Holdings LLC"},{"label":"Brian Shatz","detail":"Indirect owner: a owner of MRC-CH Investor LLC in the 25% to 50% band and a control person, since February 2023.","parent":"MRC-CH Investor LLC"},{"label":"Joshua Zegen","detail":"Indirect owner: a owner of MRC-CH Investor LLC in the 25% to 50% band and a control person, since February 2023.","parent":"MRC-CH Investor LLC"},{"label":"Churchill Finance LLC","detail":"Indirect owner: a owner of Churchill Investment Advisors LLC in the 75% or more band and a control person, since September 2021.","parent":"Churchill Investment Advisors LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"450 W 14th Street","city":"New York"}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"4444 South BLVD","city":"Charlotte","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-517-5353","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"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":"Other","percent":100,"detail":"Investments in Residential Mortgage Loans."}],"privateFunds":0},"sources":{"adv1FilingDate":"21 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/305060/PDF/305060.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Churchill Investment Management have?","answer":"Churchill Investment Management has 8 clients and manages $12.1 billion for them, as of August 2026. They include 7 pooled investment vehicles and 1 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Churchill Investment Management offer?","answer":"Churchill Investment Management 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":"How many financial advisors does Churchill Investment Management have?","answer":"Churchill Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 101 employees, and 16 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 Churchill Investment Management invest in?","answer":"At the end of its last fiscal year, Churchill Investment Management’s separately managed accounts held 100% investments in residential mortgage loans.. It advises no private funds of its own.","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 Churchill Investment Management?","answer":"Churchill Investment Management is owned through a chain of holding companies by Brian Shatz and Joshua Zegen. Its direct owner is Churchill Investment Advisors LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Churchill Investment Management get paid?","answer":"Churchill Investment Management is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions 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"}}],"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 Wealth 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."}