Investment adviser · CRD 290893
CHANNING GLOBAL ADVISORS, LLC
Investment adviser filing (IA)
FORT LAUDERDALE, FL, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $1.11B Form ADV · Item 5.F
- Client accounts
- 37 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 9 | $726,028,738 | 65.4% |
| Charities | 16 | $237,452,279 | 21.4% |
| Pooled investment vehicles | 3 | $90,577,504 | 8.2% |
| Other investment advisers | Fewer than 5 | $49,500,859 | 4.5% |
| Other clients | 5 | $6,042,517 | 0.5% |
| Corporations & businesses | Fewer than 5 | $789,201 | 0.1% |
Filing source
Form ADV 2084530 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SERIES B - CHANNING EMERGING MARKETS SMALL CAP FUND, A SERIES OF CHANNING INVESTOR SERIES FUND, LLCOther Private Fund · Last reported Mar 27, 2026$45.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
CBIZ CPAS PC (FKA MAYER HOFFMAN MCCANN PC)
PCAOB 199
US BANK
LEI 6BYL5QZYBDK8S7L73M02
WHITESTONE GLOBAL PARTNERS
CRD 152167
Fund details & source
- Fund ID
- 805-4324491684
- Reported beneficial owners
- 1
- Minimum commitment
- $100K
- Form D file number
- 021-1789729
Form ADV 2084530 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SERIES D - CHANNING GLOBAL EQUITY FUND, A SERIES OF CHANNING INVESTOR SERIES FUND, LLCOther Private Fund · Last reported Mar 27, 2026$44.5MGross asset value
Form D fundraising filings
Series D - Channing Global Equity Fund, a Series of Channing Investor Series Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
CBIZ CPAS PC (FKA MAYER HOFFMAN MCCANN PC)
PCAOB 199
US BANK
LEI 6BYL5QZYBDK8S7L73M02
WHITESTONE GLOBAL PARTNERS
CRD 152167
Fund details & source
- Fund ID
- 805-9346551116
- Reported beneficial owners
- 2
- Minimum commitment
- $100K
- Form D file number
- 021-527993
Form ADV 2084530 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SERIES C - CHANNING EMERGING MARKETS ALL CAP FUND, A SERIES OF CHANNING INVESTOR SERIES FUND LLCOther Private Fund · Last reported Mar 27, 2026$183KGross asset value
Form D fundraising filings
Series C - Channing Emerging Markets All Cap Fund, a Series of Channing Investor Series Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
CBIZ CPAS PC (FKA MAYER HOFFMAN MCCANN PC)
PCAOB 199
US BANK
LEI 6BYL5QZYBDK8S7L73M02
WHITESTONE GLOBAL PARTNERS
CRD 152167
Fund details & source
- Fund ID
- 805-6327409731
- Reported beneficial owners
- 2
- Minimum commitment
- $100K
- Form D file number
- 021-424576
Form ADV 2084530 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
500 E. BROWARD BLVD, SUITE 1135FORT LAUDERDALE, FL, 33394, United States
CRD 290893
Filing source
Form ADV 2084530 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.