Checchi Capital Advisers, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 143478
- Registered since
- April 17, 2007
- Website
- checchicapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., COMERICA SECURITIES,INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.14%
- Insurance Companies23.49%
- Other Investment Advisers7.39%
- Charitable Organizations4.52%
- Corporations / Businesses1.91%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Checchi Capital Advisers, LLC is an independent registered investment adviser structured as an LLC and active since 2007. The firm manages assets on a percentage-of-AUM fee basis and positions itself as a capital allocator that combines discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients. It works with both individual/family and institutional clients and is not identified as an active ESG investor. The firm lists professional ties to accounting and insurance firms as industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities29%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents19%
- US Government Bonds16%
- State & Local Bonds1%
Owners & executives
2 of 2
Delia Mupita
Chief Compliance OfficerCRD 6776332
Haiyang Zhang
Chief Operating OfficerCRD 5568795
Contacts
3 of 9
Kathryn Checchi
PartnerCRD 5320767
Charles Hastings
Managing DirectorCRD 4249390
Adam Checchi
Managing Partner, Portfolio ManagerCRD 4697959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$1.1B in ETFs
98%
$1.1B
1%
$22.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $62.7M | 727,809 | 5.82% |
Location
Beverly Hills, CA
Los Angeles
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 9720 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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