AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $2.1 |
| Non-Discretionary | $0.0 |
| Total | $2.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.1 |
| Institutional | $0.0 |
| Total | $2.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TEACHERS ADVISORS, LLC | $403.0 | 107157 | |
| TIAA-CREF INVESTMENT MANAGEMENT LLC | $271.4 | 107168 | |
| NUVEEN ASSET MANAGEMENT, LLC | $259.9 | 155584 | |
| NUVEEN FUND ADVISORS, LLC | $162.6 | 104626 | |
| NUVEEN ALTERNATIVES ADVISORS LLC | $137.1 | 160255 | |
| CHURCHILL ASSET MANAGEMENT LLC | $47.1 | 175092 | |
| GRESHAM INVESTMENT MANAGEMENT LLC | $6.8 | 134392 | |
| AGR PARTNERS LLC | $0.9 | 283081 | |
| TCAM DOF GP, LLC | $0.0 | - | |
| NUVEEN HONG KONG LIMITED | $0.0 | - | |
| NUVEEN JAPAN CO. LIMITED | $0.0 | - | |
| CLEAN ENERGY PARTNERS LLP | $0.0 | - | |
| NUVEEN MANAGEMENT AIFM LIMITED | $0.0 | 283854 | |
| TIAA-CREF ASSET MANAGEMENT LLC | $0.0 | - | |
| TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | $0.0 | - | |
| CHURCHILL FUND GP II LLC | $0.0 | - | |
| TIAA-CREF LIFE INSURANCE COMPANY | $0.0 | - | |
| CHURCHILL FEEDER FUND GP II S.AR.L | $0.0 | - | |
| NUVEEN SECURITIES, LLC | $0.0 | broker-dealer | 469 |
| CHURCHILL CO-INVESTMENT PARTNERS GP LLC | $0.0 | - | |
| WESTCHESTER GROUP REAL ESTATE, INC | $0.0 | - | |
| ARCMONT ASSET MANAGEMENT LIMITED | $0.0 | 306949 | |
| NUVEEN JUNIOR CAPITAL OPPORTUNITIES FUND GP S.AR.L | $0.0 | - | |
| CMIC FUNDING GP LLC | $0.0 | - | |
| CHURCHILL FUND III GP LLC | $0.0 | - | |
| COPPER DIRECT LENDING GP, LLC | $0.0 | - | |
| CHURCHILL FUND V UL GP LLC | $0.0 | - | |
| CHURCHILL MMSL V SPV GP LTD. | $0.0 | - | |
| CHURCHILL CO-INVESTMENT PARTNERS II (US) GP, LLC | $0.0 | - | |
| CHURCHILL FUND V GP LLC | $0.0 | - | |
| CHURCHILL CO-INVESTMENT PARTNERS II (LUX) GP S.Á.R.L | $0.0 | - | |
| CHURCHILL SECONDARY PARTNERS GP, LLC | $0.0 | - | |
| CHURCHILL JUNIOR CAPITAL OPPORTUNITIES FUND II GP, LLC | $0.0 | - | |
| CHURCHILL FUND GP II S.AR.L | $0.0 | - | |
| TPS INVESTORS GP, LLC | $0.0 | - | |
| NAP INVESTORS GP, LLC | $0.0 | - | |
| NUVEEN ASSET MANAGEMENT EUROPE SARL | $0.0 | - | |
| CNV INVESTOR GP LLC | $0.0 | - | |
| SENIOR MPD FUND GP LLC | $0.0 | - | |
| CNV INVESTORS LUX GP, S.À R.L | $0.0 | - | |
| CHURCHILL MMSL III SPV GP LTD. | $0.0 | - | |
| CHURCHILL CAD GP, L.P. | $0.0 | - | |
| WINSLOW CAPITAL MANAGEMENT LLC | $0.0 | - | |
| NUVEEN ALTERNATIVES EUROPE SARL | $0.0 | - | |
| NUVEEN SINGAPORE PRIVATE LIMITED | $0.0 | - | |
| GLENNMONT PARTNERS I LIMITED | $0.0 | - | |
| GLENNMONT ASSET MANAGEMENT LIMITED | $0.0 | 304228 | |
| CHURCHILL DE GP, LLC | $0.0 | - | |
| NUVEEN INVESTMENT MANAGEMENT INTERNATIONAL LIMITED | $0.0 | 306545 | |
| CHURCHILL JUNIOR CAPITAL OPPORTUNITIES FUND II GP S.À R.L | $0.0 | - | |
| NUVEEN AUSTRALIA LIMITED | $0.0 | - | |
| TGAM CHURCHILL FUND GP LLC | $0.0 | - | |
| CHURCHILL LUX GP, S.À R.L | $0.0 | - | |
| CHURCHILL (JPY) SERIES 2022 GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
10 active
| Name | Title |
|---|---|
| KENCEL, KENNETH, JOHN | CHIEF EXECUTIVE OFFICER & PRESIDENT |
| VICHNESS, SHAUL, NMN | CHIEF FINANCIAL OFFICER & SENIOR MANAGING DIRECTOR |
| MCCALLY, JOHN, DAVID | GENERAL COUNSEL & SENIOR MANAGING DIRECTOR |
| KUKULKA, CHARMAGNE, BETH | PRINCIPAL, CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $2.1 | $0.0 | 0% | 198 | 0 | 0% |
| 2025-04-21 | $2.1 | $0.0 | 0% | 198 | 0 | 0% |
| 2024-04-02 | $1.7 | $0.4 | 24% | 167 | 31 | 19% |
| 2023-04-04 | $1.6 | $0.5 | 33% | 149 | 49 | 33% |
| 2022-04-01 | $0.4 | $1.8 | 506% | 90 | 108 | 120% |
| 2021-04-05 | $0.4 | $1.8 | 506% | 90 | 108 | 120% |
| 2020-04-01 | $0.2 | $1.9 | 865% | 65 | 133 | 205% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, TX-04/02/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV