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.
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SEC-registered adviser
C•••••••• D•• A•••••• L••
Latest filing Mar 31, 2026
First filing on the tape Aug 1, 2019 · 14 filings
SEC status approved since Sep 3, 2019
RAUM
$2.1B
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
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$2.1B as of Mar 31, 2026
Mar 30, 2020$222M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20200 then
Employees (5.A)206 as of Mar 31, 2026
Mar 30, 202065 then
Private funds: no history
RAUM -4.2% over the last fiscal year+8.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $2.1BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%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
- -4.2%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 5.G
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K•••••• K••••••• J••• · Chief Executive Officer & Presidentcontrolsince 04/2019 · owns less than 5%
- K••••••• C••••••••• B••• · Principal, Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- M••••••• J•••• D•••• · General Counsel & S••••• Managing D•••••Orcontrolsince 04/2019 · owns less than 5%
- V•••••••• S••••• N•• · Chief Financial Officer & S••••• Managing D•••••Orcontrolsince 04/2019 · owns less than 5%
Entity owners
- N•••• H••••••• L•• · Managing Memberdirect · owns 75% or more
- N••••• A••••••••• H••••••• L•• · Memberindirect · owns 75% or more of N•••• H••••••• L••
- N•••••• L•• · Memberindirect · owns 75% or more of T•••••••• A•••• M••••••••• L••
- T••••••• I•••••••• A•• A•••••• A••••••••• O• A•••••• · Memberindirect · owns 75% or more of N•••••• L••
- T••• B•••• O• G•••••••• · Shareholderindirect · owns 75% or more of T••••••• I•••••••• A•• A•••••• A••••••••• O• A••••••
- T•••••••• A•••• M••••••••• L•• · Memberindirect · owns 75% or more of N••••• A••••••••• H••••••• L••
Related persons
Schedule D 7.A
- A•• P••••••• L••investment adviserpooled vehicle sponsornRAUM $1.2B
- A•••••• A•••• M••••••••• L••••••investment adviserbankn
- C•••••••• •••• S••••• 2••• G•• L••pooled vehicle sponsorn
- C•••••••• A•••• M••••••••• L••investment adviserbankpooled vehicle sponsornRAUM $56B
- C•••••••• C•• G•• L•••pooled vehicle sponsorn
- C•••••••• C••••••••• P••••••• G• L••pooled vehicle sponsorn
- C•••••••• C••••••••• P••••••• I• •••• G• S••••••pooled vehicle sponsorn
- C•••••••• C••••••••• P••••••• I• ••• G•• L••pooled vehicle sponsorn
- C•••••••• D• G•• L••pooled vehicle sponsorn
- C•••••••• F••••• F••• G• I• S•••••pooled vehicle sponsorn
- C•••••••• F••• G• I• L••pooled vehicle sponsorn
- C•••••••• F••• G• I• S•••••pooled vehicle sponsorn
- C•••••••• F••• I•• G• L••pooled vehicle sponsorn
- C•••••••• F••• V• G• L••pooled vehicle sponsorn
- C•••••••• F••• V• U• G• L••pooled vehicle sponsorn
- C•••••••• J••••• C•••••• O••••••••• F••• I• G• S•• R••pooled vehicle sponsorn
- C•••••••• J••••• C•••••• O••••••••• F••• I• G•• L••pooled vehicle sponsorn
- C•••••••• L•• G•• S•• R••pooled vehicle sponsorn
- C•••••••• M••• I•• S•• G• L•••pooled vehicle sponsorn
- C•••••••• M••• V• S•• G• L•••pooled vehicle sponsorn
- C•••••••• S•••••••• P••••••• G•• L••pooled vehicle sponsorn
- C•••• E••••• P••••••• L••investment advisern
- C••• F•••••• G• L••pooled vehicle sponsorn
- C•• I••••••• G• L••pooled vehicle sponsorn
- C•• I•••••••• L•• G•• S•• R••pooled vehicle sponsorn
- C••••• D••••• L•••••• G•• L••pooled vehicle sponsorn
- G•••••••• A•••• M••••••••• L••••••investment adviserbankpooled vehicle sponsorn
- G•••••••• P••••••• I• L••••••pooled vehicle sponsorn
- G•••••• I••••••••• M••••••••• L••investment adviserbankpooled vehicle sponsornRAUM $8.6B
- N•• I•••••••• G•• L••pooled vehicle sponsorn
Advisers that list C•••••••• D•• A•••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- Charlotte, NC20 employees
- Chicago, IL9 employees
- El Segundo, CA3 employees
- Dallas, TX1 employees
What changed
consecutive filings, newest first
- Advisory employees · 73 to 79Aug 26, 2025 to Mar 31, 2026
- BD registered reps · 12 to 15Aug 26, 2025 to Mar 31, 2026
- Employees · 198 to 206Aug 26, 2025 to Mar 31, 2026
- Insurance-licensed employees · 0 to 3Aug 26, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.1B to $2.1BAug 26, 2025 to Mar 31, 2026
- RAUM · $2.1B to $2.1BAug 26, 2025 to Mar 31, 2026
- Advisory employees · 66 to 73Apr 2, 2024 to Mar 31, 2025
- BD registered reps · 7 to 12Apr 2, 2024 to Mar 31, 2025
- Employees · 167 to 198Apr 2, 2024 to Mar 31, 2025
- Financial planning clients · unset to Apr 2, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.7B to $2.1BApr 2, 2024 to Mar 31, 2025
- RAUM · $1.7B to $2.1BApr 2, 2024 to Mar 31, 2025
- Advisory employees · 61 to 66Nov 3, 2023 to Mar 30, 2024
- BD registered reps · 2 to 7Nov 3, 2023 to Mar 30, 2024
- Business name · N••••• C•••••••• A••••••• L•• to C•••••••• D•• A•••••• L••Nov 3, 2023 to Mar 30, 2024
- Employees · 149 to 167Nov 3, 2023 to Mar 30, 2024
- Other offices · 3 to 4Nov 3, 2023 to Mar 30, 2024
- Discretionary RAUM · $1.6B to $1.7BNov 3, 2023 to Mar 30, 2024
- RAUM · $1.6B to $1.7BNov 3, 2023 to Mar 30, 2024
- Legal name · N••••• C•••••••• A••••••• L•• to C•••••••• D•• A•••••• L••Oct 12, 2023 to Nov 3, 2023
- Advisory employees · 49 to 61Apr 30, 2022 to Mar 31, 2023
- BD registered reps · 0 to 2Apr 30, 2022 to Mar 31, 2023
- Assets in custody · 35236000.0 to unsetApr 30, 2022 to Mar 31, 2023
- Custody of client assets · true to falseApr 30, 2022 to Mar 31, 2023
- Employees · 114 to 149Apr 30, 2022 to Mar 31, 2023
- Other offices · 1 to 3Apr 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $772M to $1.6BApr 30, 2022 to Mar 31, 2023
- RAUM · $772M to $1.6BApr 30, 2022 to Mar 31, 2023
- Advisory employees · 50 to 49Mar 31, 2021 to Apr 30, 2022
- Assets in custody · $12.6M to $35.2MMar 31, 2021 to Apr 30, 2022
- Employees · 90 to 114Mar 31, 2021 to Apr 30, 2022
- Discretionary RAUM · $353M to $772MMar 31, 2021 to Apr 30, 2022
- RAUM · $353M to $772MMar 31, 2021 to Apr 30, 2022
- Advisory employees · 39 to 50Mar 30, 2020 to Mar 31, 2021
- Assets in custody · $3.5M to $12.6MMar 30, 2020 to Mar 31, 2021
- Employees · 65 to 90Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $222M to $353MMar 30, 2020 to Mar 31, 2021
- RAUM · $222M to $353MMar 30, 2020 to Mar 31, 2021
- Accounts · unset to 1.0Aug 8, 2019 to Mar 30, 2020
- Advisory employees · 10 to 39Aug 8, 2019 to Mar 30, 2020
Signals
20 dated events
- Beth Charmagne Kukulka (Principal, Chief Compliance Officer) appeared on Schedule A of C•••••••• D•• A•••••• L••Mar 30, 2024 · Control person joined · fact
- Emil Thomas Grenville (Chief Compliance Officer & Managing Director) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2023-03-31, absent 2023-06-30)Jun 30, 2023 · Control person left · inference
- Ian Mathew Linett (Senior Managing Director) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2022-04-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Alan David Heilbrunn (Senior Managing Director) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2022-04-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Manuel Jose Minaya (Senior Managing Director) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2022-04-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Bidden Christopher Cox (Chief Risk Officer & Senior Managing Director) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2022-04-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- C•••••••• D•• A•••••• L•• reported RAUM $1.6B, up 109% from $772.0M (2022-04-30 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- David Durant Schwimmer (Senior Managing Director) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2022-04-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- C•••••••• D•• A•••••• L•• reported RAUM $772.0M, up 118% from $353.5M (2021-03-31 to 2022-04-30)Apr 30, 2022 · RAUM change · derived
- C•••••••• D•• A•••••• L•• reported RAUM $353.5M, up 59% from $222.2M (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Elizabeth Janet Acosta (Assistant Secretary) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Clark Heather Mcnally (Principal) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Claudio Jorge Gutierrez (Treasurer & Vice President) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Manuel Jose Minaya (Senior Managing Director) appeared on Schedule A of C•••••••• D•• A•••••• L••Mar 31, 2021 · Control person joined · fact
- Ian Mathew Linett (Senior Managing Director) appeared on Schedule A of C•••••••• D•• A•••••• L••Mar 31, 2021 · Control person joined · fact
- Franklin George Kurteson (Senior Managing Director) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2019-08-08, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Nmn Marjorie Pierre-Merritt (Vice President & Corporate Secretary) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2019-08-08, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Penn Austin Wachter (Managing Director And Controller) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2019-08-08, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- J Kevin Mccarthy (Secretary & General Counsel) no longer on Schedule A of C•••••••• D•• A•••••• L•• (listed 2019-08-08, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- N••••• C•••••••• A••••••• L•• filed its initial SEC registration (Form ADV)Aug 1, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/churchill-asset-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-478-9200reportedpublic record, Form ADV, Mar 31, 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
- Asset manager (funds and pooled vehicles)deriveda 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