Churchill Ncpe Advisor LLC: new SEC registration, $259M AUM, New York, NY
Churchill Ncpe Advisor LLC (New York, New York): new SEC registration, $259M AUM, New York, NY. Its amount of 259 is above the median of 134 (75th percentile). Dated 400 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 259 · 75th percentile of 1,149 NewRiaPulse records · 1.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Churchill Ncpe Advisor LLC |
| Legal name | Churchill Ncpe Advisor LLC |
| CRD | 338431 |
| Status | Approved |
| Registered with the SEC | 2025-09-30 |
| Latest Form ADV filing | 2026-04-01 |
| Location | New York, NY, United States |
| Regulatory AUM | $259,466,592 |
| Accounts | 1 |
| Employees | 206 |
| Website | https://www.churchillam.com/ |
| amount percentile | 75th of 1,149 (median 134, 1.9x median) |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Churchill Ncpe Advisor LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of NY records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Churchill Ncpe Advisor + all 178 NY records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-09-30
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NY first): Park Square Capital USA LP · Silver Rock Capital Partners · Alesco Advisors, LLC, An Esl Company · Bonaccord Capital Partners · S3 Capital Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Churchill Ncpe Advisor LLC and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Churchill Ncpe Advisor LLC's amount: 75th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $259M under management.
- Website on file.
What is the NewRiaPulse record for Churchill Ncpe Advisor LLC in New York, New York?
Churchill Ncpe Advisor LLC received SEC registration as an investment adviser (2025-09-30) with $259,466,592 in regulatory assets under management, based in New York, NY.
How does Churchill Ncpe Advisor LLC compare to other New York NewRiaPulse records?
Its amount of 259 sits in the upper half (75th percentile) of 1,149 records; the median is 134. It is 400 days old; check the official source for later updates before acting.
Churchill Ncpe Advisor LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Churchill Ncpe Advisor LLC | New York, NY | 259 | 75th | 2025-09-30 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in New York NewRiaPulse: Approved
Cross-dataset signals in New York
Newly funded companies in New York (SEC Form D) (65) IpoFilingPulse: records in New York (61)
More New York public-record feeds
New York State Highway Work Permits Issued Pulse in New York New York Advantage After School Program Pulse in New York New York City Taxicab Partition Manufacturers and Installers Pulse in New York New York City NYC Pool Inspections Pulse in New York FMCSA Trucking Insurance Cancellations by Carrier, Insurer & Fleet Size in New York New York Hospital Inpatient Discharges (SPARCS De Pulse in New York New York City of Albany Vacant Building Inventory Pulse in New York Nonprofit Revenue, Expenses & Assets from Form 990 in New York
How to monitor Churchill Ncpe Advisor LLC and peer approved records
Get new NewRiaPulse records like Churchill Ncpe Advisor LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.