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 Investment Management LLC
Latest filing Aug 21, 2026
First filing on the tape Nov 1, 2019 · 18 filings
SEC status approved since May 7, 2021
RAUM
$12B
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
101
16 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$12B as of Aug 21, 2026
Mar 27, 2020$385M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 21, 2026
Mar 27, 20200 then
Employees (5.A)101 as of Aug 21, 2026
Mar 27, 202020 then
Private funds2 as of Mar 31, 2023
Mar 27, 20201 then
RAUM +21% over the last fiscal year+253% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 21, 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
- $1.5BderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$12B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Churchill Income Opportunity Fund (Offshore), LP | Hedge Fund | $38.5M | 2 | Mar 31, 2023 |
| Churchill Income Opportunity Fund, LP | Hedge Fund | $2.0M | 1 | Nov 1, 2019 |
| Churchill Special Situations Fund, LPno longer reported | Real Estate Fund | $0 | 1 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Michael Anthony Cardiero · Chief Financial Officercontrolsince 01/2024 · owns less than 5%
- Wyatt Justin Ehrlich · Managing Partnercontrolsince 05/2019 · owns less than 5%
- Albert Joseph Grogan · Chief Compliance Officercontrolsince 06/2024 · owns less than 5%
- Matthew Derrick Land · Managing Partnercontrolsince 05/2019 · owns less than 5%
- Nmn Sorabh Maheshwari · Managing Partnercontrolsince 05/2019 · owns less than 5%
- Travis Stephen Masters · Managing Partnercontrolsince 05/2019 · owns less than 5%
- Jacob Brian Shatz · Ownercontrolsince 02/2023 · owns 25% to 50% of Mrc-Ch Investor LLC
- Benjamin Joshua Zegen · Ownercontrolsince 02/2023 · owns 25% to 50% of Mrc-Ch Investor LLC
Entity owners
- Churchill Investment Advisors LLC · Direct Ownerdirect · owns 75% or more
- Churchill Finance LLC · Ownerindirect · owns 75% or more of Churchill Investment Advisors LLC
- Mrc-Ch Acquisition LLC · Ownerindirect · owns 50% to 75% of Churchill Finance LLC
- Mrc-Ch Holdings LLC · Ownerindirect · owns 75% or more of Mrc-Ch Acquisition LLC
- Mrc-Ch Investor LLC · Ownerindirect · owns 75% or more of Mrc-Ch Holdings LLC
Related persons
Schedule D 7.A
- Churchill Income Opportunity Fund Gp, LLCpooled vehicle sponsorn
- Churchill Originations LLCn
- Churchill Principal Investments LLCpooled vehicle sponsorn
- Madison Realty Capital Debt Fund III Gp LLCpooled vehicle sponsorn
- Madison Realty Capital Debt Fund IV Gp LLCpooled vehicle sponsorn
- Madison Realty Capital Debt Fund V Gp (Cayman) LLCpooled vehicle sponsorn
- Madison Realty Capital Debt Fund V Gp LLCpooled vehicle sponsorn
- Madison Realty Capital Debt Fund Vi Gp LLCpooled vehicle sponsorn
- Madison Realty Capital Debt Ma I Gp LLCpooled vehicle sponsorn
- Madison Realty Capital Debt Ma II Gp LLCpooled vehicle sponsorn
- Madison Realty Capital Debt Ma III Gp LLCpooled vehicle sponsorn
- Madison Realty Capital Debt Ma IV Gp LLCpooled vehicle sponsorn
- Madison Realty Capital Equity Fund I Gp LLCpooled vehicle sponsorn
- Mdfiv Co-Invest 4 Pack Gp LLCpooled vehicle sponsorn
- Mrc Equity Holdings LLCn
- Mrc Fund Manager LLCinvestment advisern
- Silverstone Development Group, LLCn
- Spg Equity Investors LLCn
- Sullivan Debt Fund Gp, LLCpooled vehicle sponsorn
- Madison Realty Capitalinvestment advisernRAUM $5.6B
- Vertical Real Estate LLCinvestment companyn
Advisers that list Churchill Investment Management LLC as a related person
- 158988 n
Offices
Schedule D 1.F, the 25 largest
- New York, NY6 employees
- Tokyo, Japan4 employees
What changed
consecutive filings, newest first
- Business name · CHURCHILL INVESTMENT MANAGEMENT, LLC to CHURCHILL INVESTMENT MANAGEMENT LLCMar 30, 2026 to Aug 21, 2026
- Other offices · 3 to 2Mar 30, 2026 to Aug 21, 2026
- Accounts · 7 to 8Feb 23, 2026 to Mar 30, 2026
- Advisory employees · 55 to 16Feb 23, 2026 to Mar 30, 2026
- Pooled vehicle clients · 6 to 7Feb 23, 2026 to Mar 30, 2026
- Employees · 87 to 101Feb 23, 2026 to Mar 30, 2026
- Other offices · 2 to 3Feb 23, 2026 to Mar 30, 2026
- Discretionary RAUM · $10.0B to $12BFeb 23, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $9.6M to $5.8MFeb 23, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $10.0B to $12BFeb 23, 2026 to Mar 30, 2026
- RAUM · $10B to $12BFeb 23, 2026 to Mar 30, 2026
- Accounts · 4 to 7Jun 13, 2024 to Apr 4, 2025
- Advisory employees · 69 to 55Jun 13, 2024 to Apr 4, 2025
- Pooled vehicle clients · 3 to 6Jun 13, 2024 to Apr 4, 2025
- Employees · 85 to 87Jun 13, 2024 to Apr 4, 2025
- Financial planning clients · unset to Jun 13, 2024 to Apr 4, 2025
- Discretionary RAUM · $171M to $10.0BJun 13, 2024 to Apr 4, 2025
- Non-discretionary RAUM · $15.9M to $9.6MJun 13, 2024 to Apr 4, 2025
- Pooled vehicle RAUM · $171M to $10.0BJun 13, 2024 to Apr 4, 2025
- RAUM · $187M to $10BJun 13, 2024 to Apr 4, 2025
- Advisory employees · 48 to 69Sep 19, 2023 to Mar 27, 2024
- Employees · 62 to 85Sep 19, 2023 to Mar 27, 2024
- Private funds · 2 to unsetSep 19, 2023 to Mar 27, 2024
- Discretionary RAUM · $275M to $171MSep 19, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $0 to $15.9MSep 19, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $241M to $171MSep 19, 2023 to Mar 27, 2024
- RAUM · $275M to $187MSep 19, 2023 to Mar 27, 2024
- Accounts · 6 to 4Nov 3, 2022 to Mar 31, 2023
- Advisory employees · 6 to 48Nov 3, 2022 to Mar 31, 2023
- Pooled vehicle clients · 4 to 3Nov 3, 2022 to Mar 31, 2023
- Assets in custody · $2.3B to $0Nov 3, 2022 to Mar 31, 2023
- Employees · 50 to 62Nov 3, 2022 to Mar 31, 2023
- Other offices · 1 to 2Nov 3, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.3B to $275MNov 3, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $90.5M to $241MNov 3, 2022 to Mar 31, 2023
- RAUM · $2.3B to $275MNov 3, 2022 to Mar 31, 2023
- Related adviser · false to trueNov 3, 2022 to Mar 31, 2023
- Accounts · 5 to 6Jun 23, 2021 to Mar 31, 2022
- Advisory activities · 1 to 2Jun 23, 2021 to Mar 31, 2022
- Assets in custody · $394M to $2.3BJun 23, 2021 to Mar 31, 2022
Signals
13 dated events
- Churchill Investment Management Llc reported RAUM $10.0B, up 5249% from $187.1M (2024-06-13 to 2025-04-04)Apr 4, 2025 · RAUM change · derived
- David Michael Shaffer (Chief Compliance Officer And Associate General Counsel) no longer on Schedule A of Churchill Investment Management Llc (listed 2024-03-27, absent 2024-06-13)Jun 13, 2024 · Control person left · inference
- Albert Joseph Grogan (Chief Compliance Officer) appeared on Schedule A of Churchill Investment Management LlcJun 13, 2024 · Control person joined · fact
- Michael Anthony Cardiero (Chief Financial Officer) appeared on Schedule A of Churchill Investment Management LlcMar 27, 2024 · Control person joined · fact
- David Michael Shaffer (Chief Compliance Officer And Associate General Counsel) appeared on Schedule A of Churchill Investment Management LlcSep 19, 2023 · Control person joined · fact
- Konstantine Robert Dakis (General Counsel And Chief Compliance Officer) no longer on Schedule A of Churchill Investment Management Llc (listed 2023-04-26, absent 2023-09-19)Sep 19, 2023 · Control person left · inference
- Churchill Investment Management Llc reported RAUM $275.0M, down 88% from $2.3B (2022-11-03 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Jacob Brian Shatz (Owner) appeared on Schedule A of Churchill Investment Management LlcMar 31, 2023 · Control person joined · fact
- Benjamin Joshua Zegen (Owner) appeared on Schedule A of Churchill Investment Management LlcMar 31, 2023 · Control person joined · fact
- Churchill Investment Management Llc reported RAUM $2.3B, up 486% from $394.2M (2021-06-23 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Konstantine Robert Dakis (Chief Compliance Officer) appeared on Schedule A of Churchill Investment Management LlcApr 8, 2021 · Control person joined · fact
- Melanie Ragan Schneider (Chief Compliance Officer) no longer on Schedule A of Churchill Investment Management Llc (listed 2019-11-01, absent 2019-12-20)Dec 20, 2019 · Control person left · inference
- Churchill Investment Management, Llc filed its initial SEC registration (Form ADV)Nov 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-rereportedpublic record, Form ADV, Sep 18, 2026
- Website
- churchillre.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-517-5353reportedpublic record, Form ADV, Aug 21, 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
Across the graphs
Churchill Investment Management LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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