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CHECCHI CAPITAL ADVISERS, LLC
CRD 143478 · SEC 801-67727
9720 WILSHIRE BLVD, SUITE 400, BEVERLY HILLS, CA, 90212, United States
Phone
310-432-0010
Fax
310-432-0013
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.59B
Discretionary AUM
$2.50B
Team
29 total employees; 9 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 234 | $1.61B |
| Charitable organizations | 7 | $117.2M |
States served
CA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD