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Checchi Capital Advisers, LLC CRD 143478
$2.59B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-10-01 |
| CA | RA | APPROVED | 2007-05-21 |
Branch Locations
9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Checchi Capital Advisers, Llc | Beverly Hills | CA | 02/2007 | Present |
| Checchi Capital Fund Advisers, Llc | Beverly Hills | CA | 11/2012 | 09/2021 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-21 |
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