RIA Intelligence

CHURCHILL FINANCIAL LLC

CRD #157182 SEC #801-72498 NEW YORK, NY 212-763-4600
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
--
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 30, 2011
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COX, CHRISTOPHER, BIDDENICHIEF RISK OFFICERNA Control
COX, CHRISTOPHER, BIDDENICHIEF RISK OFFICERNA Control
DOOLEY, KEVIN, CHARLESIGENERAL COUNSEL/CHIEF COMPLIANCE OFFICERNA Control
DOOLEY, KEVIN, CHARLESIGENERAL COUNSEL/CHIEF COMPLIANCE OFFICERNA Control
HEILBRUNN, DAVID, ALANISENIOR MANAGING DIRECTOR/HEAD OF CORPORATE STRATEGY AND DEVELOPMENTNA Control
HEILBRUNN, DAVID, ALANISENIOR MANAGING DIRECTOR/HEAD OF CORPORATE STRATEGY AND DEVELOPMENTNA Control
KENCEL, KENNETH, JOHNIPRESIDENT/CEONA Control
KENCEL, KENNETH, JOHNIPRESIDENT/CEONA Control
KURTESON, GEORGE, F.IHEAD OF MIDDLE MARKET FINANCENA Control
KURTESON, GEORGE, FRANKLINIHEAD OF MIDDLE MARKET FINANCENA Control
MERRICK, ALASTAIR, GUY CLAUDEISENIOR MANAGING DIRECTOR/CFO/CAONA Control
MERRICK, ALASTAIR, GUY CLAUDEISENIOR MANAGING DIRECTOR/CFO/CAONA Control
SCHWIMMER, DURANT, DAVIDISENIOR MANAGING DIRECTOR/HEAD OF CAPITAL MARKETSNA Control
SCHWIMMER, DURANT, DAVIDISENIOR MANAGING DIRECTOR/HEAD OF CAPITAL MARKETSNA Control
CHURCHILL FINANCIAL HOLDINGS LLCDESOLE MEMBERE Control
CHURCHILL FINANCIAL HOLDINGS LLCDEPARENT COMPANYE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MORRIS, ROBERT, S.IROBERT S. MORRIS REVOCABLE TRUST UNDER AGREEMENT DATED JANUARY 2, 1996F Control
OGP V, LLCDEOLYMPUS GROWTH FUND V, LPF Control
OGP V, LLCDEOLYMPUS GROWTH FUND V, LPF Control
CHURCHILL FINANCIAL GROUP, INC.DECHURCHILL FINANCIAL HOLDINGS LLCE Control
CHURCHILL FINANCIAL GROUP, INC.DECHURCHILL FINANCIAL HOLDINGS LLCE Control
OLYMPUS GROWTH FUND V, LPDECHURCHILL FINANCIAL GROUP, INC.E Control
OLYMPUS GROWTH FUND V, LPDECHURCHILL FINANCIAL GROUP, INC.E Control
ROBERT S. MORRIS REVOCABLE TRUST UNDER AGREEMENT DATED JANUARY 2, 1996DEOGP V, LLCC Control
ROBERT S. MORRIS REVOCABLE TRUST UNDER AGREEMENT DATED JANUARY 2, 1996DEOGP V, LLCC Control

Registrations

Federal

IA
Jun 30, 2011 REGISTERED

Address

400 PARK AVENUE
SUITE 1510
NEW YORK, NY 10022
United States
Phone: 212-763-4600