DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Churchill Asset Management LLC
Latest filing Jun 15, 2026
First filing on the tape Mar 10, 2015 · 31 filings
SEC status approved since Mar 30, 2015
RAUM
$56B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
206
79 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
48
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$56B as of Jun 15, 2026
Mar 29, 2016$395M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 15, 2026
Mar 29, 20160 then
Employees (5.A)206 as of Jun 15, 2026
Mar 29, 201615 then
Private funds48 as of Jun 15, 2026
Mar 31, 20235 then
RAUM +18% over the last fiscal year+20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 15, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $773MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 38%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, subscription, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, publications, otherreportedItem 5.G
- Custody
- $372M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$25B52%
- Insurance companies$20B42%
- Sovereign wealth funds$1.6B3.5%
- Investment companies$1.1B2.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 72reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $372M for 2 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.55 institutional_share=0.38 related_bd=true related_bank=true bd_reps=15.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
45 reported on Schedule D 7.B.(1)
All funds of Churchill Asset Management LLC
Owners and control persons
Schedule A and B, latest filing
- John Kenneth Kencel · Elected Manager And Chief Executive Officercontrolsince 04/2015 · owns 10% to 25%
- Beth Charmagne Kukulka · Principal, Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- David John Mccally · Senior Managing Director, General Counselcontrolsince 09/2015 · owns less than 5%
- Nmn Shaul Vichness · Senior Managing Director, Chief Financial Officercontrolsince 04/2015 · owns less than 5%
Entity owners
- Nuveen Private Capital LLC · Direct Ownerdirect · owns 75% or more
- Nuveen Alternative Holdings LLC · Memberindirect · owns 75% or more of Nuveen Private Capital LLC
- Nuveen, LLC · Memberindirect · owns 75% or more of Tiaa-Cref Asset Management LLC
- Teachers Insurance And Annuity Association Of America · Memberindirect · owns 75% or more of Nuveen, LLC
- Tiaa Board Of Governors · Shareholderindirect · owns 75% or more of Teachers Insurance And Annuity Association Of America
- Tiaa-Cref Asset Management LLC · Memberindirect · owns 75% or more of Nuveen Alternative Holdings LLC
Related persons
Schedule D 7.A
- Agr Partners LLCinvestment adviserpooled vehicle sponsornRAUM $1.2B
- Arcmont Asset Management Limitedinvestment adviserbankn
- Churchill (Jpy) Series 2022 Gp, LLCpooled vehicle sponsory
- Churchill Cad Gp, L.P.pooled vehicle sponsory
- Churchill Co-Investment Partners Gp LLCpooled vehicle sponsory
- Churchill Co-Investment Partners II (Lux) Gp S.A.R.Lpooled vehicle sponsory
- Churchill Co-Investment Partners II (US) Gp, LLCpooled vehicle sponsory
- Churchill De Gp, LLCpooled vehicle sponsory
- Churchill Dlc Advisor LLCinvestment advisernRAUM $2.1B
- Churchill Feeder Fund Gp II S.Ar.Lpooled vehicle sponsory
- Churchill Fund Gp II LLCpooled vehicle sponsorn
- Churchill Fund Gp II S.Ar.Lpooled vehicle sponsory
- Churchill Fund III Gp LLCpooled vehicle sponsorn
- Churchill Fund V Gp LLCpooled vehicle sponsory
- Churchill Fund V Ul Gp LLCpooled vehicle sponsory
- Churchill Junior Capital Opportunities Fund II Gp S.A R.Lpooled vehicle sponsory
- Churchill Junior Capital Opportunities Fund II Gp, LLCpooled vehicle sponsory
- Churchill Lux Gp, S.A R.Lpooled vehicle sponsory
- Churchill Mmsl V Spv Gp Ltd.pooled vehicle sponsory
- Churchill Mmslf III Spv Gp Ltd.pooled vehicle sponsory
- Churchill Secondary Partners Gp, LLCpooled vehicle sponsory
- Clean Energy Partners Llpinvestment advisern
- Cmic Funding Gp LLCpooled vehicle sponsory
- Cnv Investor Gp LLCpooled vehicle sponsory
- Cnv Investors Lux Gp S.A R.Lpooled vehicle sponsory
- Copper Direct Lending Gp, LLCpooled vehicle sponsory
- Glennmont Asset Management Limitedinvestment adviserbankpooled vehicle sponsorn
- Glennmont Partners I Limitedpooled vehicle sponsorn
- Gresham Investment Management LLCinvestment adviserbankpooled vehicle sponsornRAUM $8.6B
- Nap Investors Gp, LLCpooled vehicle sponsorn
Advisers that list Churchill Asset Management LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- Charlotte, NC20 employees
- Chicago, NY9 employees
- El Segundo, CA3 employees
- Dallas, TX1 employees
What changed
consecutive filings, newest first
- Accounts · 66 to 72Aug 28, 2025 to Mar 31, 2026
- Advisory employees · 73 to 79Aug 28, 2025 to Mar 31, 2026
- BD registered reps · 12 to 15Aug 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 47 to 48Aug 28, 2025 to Mar 31, 2026
- Assets in custody · $580M to $372MAug 28, 2025 to Mar 31, 2026
- Employees · 198 to 206Aug 28, 2025 to Mar 31, 2026
- Insurance-licensed employees · 0 to 3Aug 28, 2025 to Mar 31, 2026
- Private funds · 47 to 48Aug 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $47B to $56BAug 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $18B to $25BAug 28, 2025 to Mar 31, 2026
- RAUM · $47B to $56BAug 28, 2025 to Mar 31, 2026
- Accounts · 55 to 66Feb 28, 2025 to Apr 3, 2025
- Advisory employees · 66 to 73Feb 28, 2025 to Apr 3, 2025
- BD registered reps · 7 to 12Feb 28, 2025 to Apr 3, 2025
- Pooled vehicle clients · 38 to 47Feb 28, 2025 to Apr 3, 2025
- Assets in custody · $487M to $580MFeb 28, 2025 to Apr 3, 2025
- Employees · 167 to 198Feb 28, 2025 to Apr 3, 2025
- Financial planning clients · unset to Feb 28, 2025 to Apr 3, 2025
- Private funds · 49 to 47Feb 28, 2025 to Apr 3, 2025
- Discretionary RAUM · $42B to $47BFeb 28, 2025 to Apr 3, 2025
- Pooled vehicle RAUM · $16B to $18BFeb 28, 2025 to Apr 3, 2025
- RAUM · $42B to $47BFeb 28, 2025 to Apr 3, 2025
- Private funds · 45 to 49Nov 29, 2024 to Feb 28, 2025
- Private funds · 42 to 45Aug 29, 2024 to Nov 29, 2024
- Private funds · 41 to 42May 29, 2024 to Aug 29, 2024
- Private funds · 39 to 41Mar 30, 2024 to May 29, 2024
- Accounts · 53 to 55Oct 12, 2023 to Mar 30, 2024
- Advisory employees · 62 to 66Oct 12, 2023 to Mar 30, 2024
- BD registered reps · 2 to 7Oct 12, 2023 to Mar 30, 2024
- Pooled vehicle clients · 37 to 38Oct 12, 2023 to Mar 30, 2024
- Assets in custody · $320M to $487MOct 12, 2023 to Mar 30, 2024
- Employees · 155 to 167Oct 12, 2023 to Mar 30, 2024
- Private funds · 37 to 39Oct 12, 2023 to Mar 30, 2024
- Discretionary RAUM · $38B to $42BOct 12, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $15B to $16BOct 12, 2023 to Mar 30, 2024
- RAUM · $38B to $42BOct 12, 2023 to Mar 30, 2024
- Accounts · 55 to 53Jun 30, 2023 to Aug 28, 2023
- Pooled vehicle clients · 42 to 37Jun 30, 2023 to Aug 28, 2023
- Assets in custody · $7.8B to $320MJun 30, 2023 to Aug 28, 2023
- Employees · 149 to 155Jun 30, 2023 to Aug 28, 2023
Signals
22 dated events
- Beth Charmagne Kukulka (Principal, Chief Compliance Officer) appeared on Schedule A of Churchill Asset Management LlcMar 30, 2024 · Control person joined · fact
- Emil Thomas Grenville (Chief Compliance Officer) no longer on Schedule A of Churchill Asset Management Llc (listed 2023-03-31, absent 2023-06-30)Jun 30, 2023 · Control person left · inference
- David Durant Schwimmer (Managing Director Capital Markets & Origination) no longer on Schedule A of Churchill Asset Management Llc (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Bidden Christopher Cox (Senior Managing Director, Chief Risk Officer) no longer on Schedule A of Churchill Asset Management Llc (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Manuel Jose Minaya (Senior Managing Director) no longer on Schedule A of Churchill Asset Management Llc (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Alan David Heilbrunn (Senior Managing Director,Head Of Product Development And Capital Raising) no longer on Schedule A of Churchill Asset Management Llc (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Ian Mathew Linett (Senior Managing Director) no longer on Schedule A of Churchill Asset Management Llc (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Churchill Asset Management Llc reported RAUM $26.8B, up 50% from $17.9B (2021-04-22 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Churchill Asset Management Llc reported RAUM $17.9B, up 163% from $6.8B (2020-12-11 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Emil Thomas Grenville (Chief Compliance Officer) appeared on Schedule A of Churchill Asset Management LlcDec 11, 2020 · Control person joined · fact
- Antonette Heather Mcfarland (Chief Compliance Officer) no longer on Schedule A of Churchill Asset Management Llc (listed 2020-03-30, absent 2020-12-11)Dec 11, 2020 · Control person left · inference
- Churchill Asset Management Llc reported RAUM $6.8B, up 45% from $4.7B (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Franklin George Kurteson (Managing Director Underwriting & Portfolio Management) no longer on Schedule A of Churchill Asset Management Llc (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Keith Brian Roelke (Manager And Managing Director, Head Of Corporate Finance Originations) no longer on Schedule A of Churchill Asset Management Llc (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Lynn Heather Davis (Manager And Chief Investment Officer, Tiaa Global Real Assets) no longer on Schedule A of Churchill Asset Management Llc (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Clark Heather Mcnally (Senior Vice President) no longer on Schedule A of Churchill Asset Management Llc (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Ian Mathew Linett (Senior Managing Director) appeared on Schedule A of Churchill Asset Management LlcMar 30, 2020 · Control person joined · fact
- Churchill Asset Management Llc reported RAUM $4.7B, up 104% from $2.3B (2019-03-25 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Guy Claude Alastair Merrick (Senior Adviser) no longer on Schedule A of Churchill Asset Management Llc (listed 2019-03-25, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Joseph Keith Ryan (Controller) no longer on Schedule A of Churchill Asset Management Llc (listed 2019-03-25, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Churchill Asset Management Llc reported RAUM $2.3B, up 72% from $1.3B (2017-09-29 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- Tiaa-Cref Holdco Subsidiary, Llc filed its initial SEC registration (Form ADV)Mar 10, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Churchill Asset Management LLC · Independent Sponsorsshared crd · capital_provider
- Churchill Asset Management LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/churchill-asset-management/?viewasmembereportedpublic record, Form ADV, Sep 17, 2026
- Website
- ncdl.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-478-9200reportedpublic record, Form ADV, Jun 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026