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Adam Dean Checchi

Checchi Capital Advisers, LLC

Beverly Hills, CA

CRD 4697959

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Employer firm

Checchi Capital Advisers, LLC CRD 143478

$2.59B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Checchi Capital Advisers, Llc

9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-10-01
CA RA APPROVED 2007-05-21
  • TX RA
    APPROVED
    Since 2008-10-01
  • CA RA
    APPROVED
    Since 2007-05-21

Branch Locations

9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Checchi Capital Advisers, Llc Beverly Hills CA 02/2007 Present
Checchi Capital Fund Advisers, Llc Beverly Hills CA 11/2012 09/2021
Previous Registrations
  • 2012-12-14 → 2021-09-16
    Checchi Capital Fund Advisers, Llc
    Beverly Hills, CA
Other Businesses

1) CHECCHI CAPITAL, LLC. THIS BUSINESS IS INVESTMENT RELATED. THE ADDRESS IS 1007 COVE WAY, BEVERLY HILLS, CA 90210. THE NATURE OF THE BUSINESS IS FAMILY INVESTMENTS. MR. CHECCHI IS THE MANAGER. HIS START DATE WAS 04/05. MR. CHECCHI DEVOTES APPROXIMATELY 10 HRS/MONTH TO THIS BUSINESS. MR. CHECCHI'S DUTIES INVOLVE PORTFOLIO MANAGEMENT. 2) LOEB CAPITAL WEST, LLC. THIS BUSINESS IS INVESTMENT RELATED. THE ADDRESS IS 10295 CRESTA DRIVE, LOS ANGELES, CA 90064. THE NATURE OF THE BUSINESS IS PRIVATE INVESTMENTS. MR. CHECCHI OWNS AND IS THE MANAGER. HIS START DATE WAS 03/01/06. HE DEVOTES LESS THAN 1 HOUR/MONTH TO THIS BUSINESS. 3) CANAL CAPITAL PARTNERS, LLC. IT IS INVESTMENT RELATED. THE ADDRESS IS 1007 COVE WAY, BEVERLY HILLS, CA 90210. THE NATURE OF THIS BUSINESS IS PRIVATE INVESTMENTS. MR. CHECCHI IS THE MANAGER. HIS START DATE WAS 02/14/06. MR. CHECCHI DEVOTES LESS THAN 1 HOUR/MONTH TO THIS BUSINESS. 4) FERGUS REINSURANCE LIMMITED. INVESTMENT RELATED. THE ADDRESS IS CONTINENTAL BUILDING, 25 CHURCH STREET, HAMILTON HM 12 BERMUDA. FERGUS RESINSURANCE LIMITED IS A BERMUDA BASED REINSURANCE COMPANY. MR. CHECCHI SERVES IN A FIDUCIARY CAPACITY AS DIRECTOR. HIS START DATE WAS 04/2018. HE DEVOTES APPROXIMATELY 10 HOURS/MONTH ON THIS ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-21
  • S65 Uniform Investment Adviser Law Examination
    2007-02-21
Other Names
  • Adam D. Checchi
  • Adam Dean Checchi

View on SEC IAPD

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