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Building 2CHECCHI CAPITAL ADVISERS, LLC

Map pinBEVERLY HILLS, CA
Phone310-432-0010
NotebookSEC #801-67727
Total AUM
$2.6B
Employees
29
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9720 WILSHIRE BLVD
SUITE 400
BEVERLY HILLS
CA 90212
United States
Operating Hours
9-5
Monday - Friday
Phone
310-432-0010
Other Offices
1

ReceiptFinancials

Total AUM
$2.6B
Accounts
1,169
Discretionary
$2.5B
Accounts
1,026
Non-Discretionary
$93.3M
Accounts
143

ContactClients

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Individual Clients
1
AUM
$21.4K
HNW Individual Clients
234
AUM
$1.6B
Pension/Profit Sharing Plan Clients
1
AUM
$2
Charitable Organization Clients
7
AUM
$117.2M
Investment Advisor Clients
1
AUM
$191.8M
Insurance Company Clients
1
AUM
$609.5M
Corporation or Business Clients
1
AUM
$49.4M
Other Clients
1
AUM
$14.2M
Description of Other Clients
INSURANCE DEDICATED FUND

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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