# Churchill Ncpe Advisor LLC

> Churchill Ncpe Advisor LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 338431
- Filed as: CHURCHILL NCPE ADVISOR LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338431
- AdvisorCensus page: https://advisorcensus.com/firm/churchill-ncpe-advisor-llc-new-york-ny-338431

## Quick answers

**How is Churchill Ncpe Advisor LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Churchill Ncpe Advisor LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Churchill Ncpe Advisor LLC located?**
Churchill Ncpe Advisor LLC's principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Churchill Ncpe Advisor LLC registered with the SEC or a state?**
Churchill Ncpe Advisor LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338431.

**How much does Churchill Ncpe Advisor LLC manage?**
Churchill Ncpe Advisor LLC reports $259,466,592 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**What types of clients does Churchill Ncpe Advisor LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Churchill Ncpe Advisor LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338431

**What changed in Churchill Ncpe Advisor LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 77 to 79. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $259,466,592
- Discretionary: $259,466,592
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $259,466,592 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 206 total, 79 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338431

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Charlotte, NC
- Chicago, IL
- El Segundo, CA
- Palm Beach Gardens, FL

### Websites listed on Form ADV (Item 1.I)
- churchillam.com
- LinkedIn @churchill-asset-management

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 77 to 79.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Churchill Ncpe Advisor LLC (CRD 338431): Form ADV filing data as of October 2026.