CHURCHILL MANAGEMENT GROUP

other names
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Adviser Profile
As of Date 09/11/2024
Adviser Type - Large advisory firm
Number of Employees 56 -5.08%
of those in investment advisory functions 42 -2.33%
Registration SEC, Approved, 2/15/1967
AUM* 8,236,934,723 15.20%
of that, discretionary 8,093,883,535 15.18%
Private Fund GAV* 57,048,321 -0.02%
Avg Account Size 423,493 12.86%
% High Net Worth 62.55% 0.90%
SMA’s Yes
Private Funds 3
Contact Info 323 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
8B 7B 6B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$57,048,321

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Brochure Summary

Overview

Churchill is a California corporation that has been in business since 1963. Churchill serves as the investment adviser to multiple client Accounts and investment limited partnerships. Churchill’s controlling owner is Fred A. Fern. As of March 31, 2024, Churchill had total discretionary assets under management of approximately $8,829,966,255 and had total non-discretionary assets under management of approximately $181,797,075. Churchill invests on behalf of its clients principally, but not solely, in equity and equity-related securities that are traded publicly, but is authorized to enter into any type of investment transaction that it deems appropriate, pursuant to the terms of the client’s partnership or other Account agreement. The investors in the funds that Churchill manages have no opportunity to select or
evaluate any fund investments or strategies. Churchill selects all fund investments and strategies. Churchill also provides financial planning services for clients that specifically engage Churchill for that service. Churchill may assist a Client in hiring professionals, such as CPAs and Estate Attorneys, but does not endorse any such professional. It is ultimately the Client's responsibility to interview and hire such professional based on their own judgment. Churchill also provides advice to Retirement Plan clients regarding the investment options, including investment options managed by Churchill that may be offered to participants in the Retirement Plan. Each client selects a strategy based on the individual needs of the client. Churchill’s discretionary authority can be limited as described in Item 16.