Investment adviser · CRD 107058

CHECK CAPITAL MANAGEMENT INC

Investment adviser filing (IA)

COSTA MESA, CA, United States · Form ADV filed Aug 26, 2026

Regulatory AUM
$2.37B
Form ADV · Item 5.F
Client accounts
2,408
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
9
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals1,192$2,226,627,97693.9%
Corporations & businesses30$98,221,8974.1%
Investment companies1$45,776,6431.9%
Filing source

Form ADV 2128140 · Aug 26, 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

1 Private fund

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

CCM PRIVATE FUND LPHedge Fund · Last reported Aug 20, 2015$13MGross asset value
Fund administrator YULISH & ASSOCIATES SAN FRANCISCO, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor SPICER JEFFRIES LLC GREENWOOD VILLAGE, Colorado, United States
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Prime broker NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740

Fund details & source
Fund ID
805-5096735145
Reported beneficial owners
5
Minimum commitment
$1M
Form D file number
021-1509927

Form ADV 942453 · Aug 20, 2015 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Aug 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

575 ANTON BLVD, STE 500
COSTA MESA, CA, 92626-7685, United States

CRD 107058

Filing source

Form ADV 2128140 · Aug 26, 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.