Checchi Capital Advisers, LLC

RIASEC RegisteredEst. 2007
Total AUM
$2.6B
Discretionary
$2.5B
96% of AUM
Avg account
$2.2M
Accounts
1,169
Employees
29
Advisory reps
10

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

FINTRX

Overview

Checchi Capital Advisers, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management across individual and small-business relationships, pooled investment vehicles, and institutional or business accounts. Checchi does not identify as an active ESG investor and lists accountant and insurance company relationships among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 29%, Public Funds/Mutual Funds 29%, Cash & Cash Equivalents 19%, US Government Bonds 16%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%29%
  • Exchange Traded Equities29%
  • Public Funds/Mutual Funds29%
  • Cash & Cash Equivalents19%
  • US Government Bonds16%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Haiyang Zhang

    Haiyang Zhang

    Chief Operating OfficerCRD 5568795

  • Delia Mupita

    Delia Mupita

    Chief Compliance OfficerCRD 6776332

Contacts

3 of 8
  • Luca Pasquini

    Luca Pasquini

    Senior Investment AssociateCRD 6988233

  • Samuel Pfister

    PartnerCRD 6463204

  • Kathryn Checchi

    Kathryn Checchi

    PartnerCRD 5320767

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 121

Active vs passive

$1.1B in ETFs

Passive

98%

$1.1B

Active

1%

$22.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$62.7M727,8095.82%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth