Investment adviser · CRD 143478

CHECCHI CAPITAL ADVISERS, LLC

Investment adviser filing (IA)

BEVERLY HILLS, CA, United States · Form ADV filed Sep 16, 2026

Regulatory AUM: $2.59B
Client accounts: 1,169
Employees: 29
Advisory professionals: 9

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	234	$1,612,178,888	62.1%
Insurance companies	Fewer than 5	$609,544,256	23.5%
Other investment advisers	Fewer than 5	$191,805,849	7.4%
Charities	7	$117,169,070	4.5%
Corporations & businesses	Fewer than 5	$49,425,550	1.9%
Other clients	Fewer than 5	$14,243,303	0.5%
Individuals	Fewer than 5	$21,360	0.0%
Retirement plans	Fewer than 5	$2	0.0%

Filing source

Form ADV 2133137 · Sep 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Sep 16, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

9720 WILSHIRE BLVD, SUITE 400
BEVERLY HILLS, CA, 90212, United States

CRD 143478

Filing source

Form ADV 2133137 · Sep 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.