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 SEC-registered investment adviser organized as an LLC and operating since 2007. The firm acts as a capital allocator and provides fee-based portfolio management for a mix of individual and family clients as well as institutional and business clients. Its advisory services cover managed accounts for individuals and small businesses, pooled investment vehicles, and separate portfolios for corporations or institutions. The firm reports that it is not an active ESG investor.
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 2HAIYANG ZHANG
Chief Operating OfficerCRD 5568795
Delia Mupita
Chief Compliance OfficerCRD 6776332
Contacts
3 of 8LUCA PASQUINI
Senior Investment AssociateCRD 6988233
SAMUEL PFISTER
PartnerCRD 6463204
KATHRYN CHECCHI
PartnerCRD 5320767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 117Active vs passive
$961M in ETFs
98%
$946M
1%
$15.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EMERGING MARKETS ETF (EEM) | BlackRock | Passive | Diversified Emerging Mkts | $38.5M | 678,710 | 4.01% |
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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