Investment adviser · CRD 109651
CHURCHILL MANAGEMENT GROUP
Investment adviser filing (IA)
CHURCHILL MANAGEMENT CORP
LOS ANGELES, CA, United States · Form ADV filed Jul 3, 2025
- Regulatory AUM
- $10.1B Form ADV · Item 5.F
- Client accounts
- 20,501 Accounts, not individual clients
- Employees
- 55 Reported in this filing
- Advisory professionals
- 42 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 |
|---|---|---|---|
| High-net-worth individuals | 5,392 | $8,608,658,804 | 85.4% |
| Individuals | 1,556 | $605,744,642 | 6.0% |
| Retirement plans | 263 | $267,531,127 | 2.7% |
| Corporations & businesses | 126 | $258,762,036 | 2.6% |
| Other clients | 1,296 | $221,693,968 | 2.2% |
| Pooled investment vehicles | 3 | $65,798,057 | 0.7% |
| Charities | 33 | $55,717,516 | 0.6% |
Filing source
Form ADV 2001949 · Jul 3, 2025 · 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.
CHARTWELL FAMILY ETF FUND, LPHedge Fund · Last reported Jun 6, 2025$33.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNER AMPER
PCAOB 274
CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
Fund details & source
- Fund ID
- 805-8516074155
- Reported beneficial owners
- 7
- Minimum commitment
- $100K
- Form D file number
- 021-247346
Form ADV 1996448 · Jun 6, 2025 · 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.
CHARTWELL FAMILY FUND, TFIHedge Fund · Last reported Jun 6, 2025$19.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNER AMPER
PCAOB 274
CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
Fund details & source
- Fund ID
- 805-6798276556
- Reported beneficial owners
- 28
- Minimum commitment
- $100K
- Form D file number
- 021-57370
Form ADV 1996448 · Jun 6, 2025 · 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.
CHARTWELL FAMILY FUND, LPHedge Fund · Last reported Jun 6, 2025$12.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNER AMPER
PCAOB 274
CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
Fund details & source
- Fund ID
- 805-2006422959
- Reported beneficial owners
- 25
- Minimum commitment
- $100K
- Form D file number
- 021-57417
Form ADV 1996448 · Jun 6, 2025 · 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: Jul 3, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
5900 WILSHIRE BLVD., SUITE 400LOS ANGELES, CA, 90036, United States
CRD 109651
Filing source
Form ADV 2001949 · Jul 3, 2025 · 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.