Churchill Investment Management LLC
● SEC registered since 2021CRD 305060SEC# 801-121168Charlotte, NC
Reg. AUM
$12.14B
Employees
101
Accounts
8
Location
Charlotte, NC
Churchill Investment Management LLC assets under management
Churchill Investment Management LLC is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2021. It reports $12.1 billion in regulatory assets under management and employs 101 people.
Churchill Investment Management LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Michael Cardiero Control | Chief Financial Officer | Under 5% | 2024 |
| Churchill Investment Advisors LLC Control | Direct Owner | Over 75% | 2019 |
| Derrick Matthew Land Control | Managing Partner | Under 5% | 2019 |
| Justin Wyatt Ehrlich Control | Managing Partner | Under 5% | 2019 |
| Paris Graham Singer | General Counsel And Chief Compliance Officer | Under 5% | 2025 |
| Sorabh Nmn Maheshwari Control | Managing Partner | Under 5% | 2019 |
| Stephen Travis Masters Control | Managing Partner | Under 5% | 2019 |
| Brian Jacob Shatz Control | Owner | 25-50% | 2023 |
| Churchill Finance LLC Control | Owner | Over 75% | 2021 |
| Joshua Benjamin Zegen Control | Owner | 25-50% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Churchill Investment Management LLC manage?
Churchill Investment Management LLC reports $12.1 billion in regulatory assets under management on its Form ADV.
How many employees does Churchill Investment Management LLC have?
Churchill Investment Management LLC reports 101 employees.
Where is Churchill Investment Management LLC located?
Churchill Investment Management LLC is based in Charlotte, NC and has been SEC-registered since 2021.
Does Churchill Investment Management LLC disclose fund performance?
Churchill Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1415 Vantage Park Drive, #240, Charlotte, NC 28203 |
| Phone | 646-517-5353 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$12.14B▲ 21%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,306 advisers
EmployeesTop 7%
More than 93% of 16,824 advisers
Assets under management
$12.14Bregulatory AUM
Discretionary $12.14BNon-discretionary $5.8M