Data / Investment advisers / California / Checchi Capital Advisers, LLC
Checchi Capital Advisers, LLC, Beverly Hills, CA: $2.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Checchi Capital Advisers, LLC is an SEC registered investment adviser with its main office in Beverly Hills, California and reports $2.6 billion in regulatory assets under management in its Form ADV filed September 16, 2026. Its clients include high net worth individuals, insurance companies and other investment advisers. It is paid through a percentage of assets under management.
The request: Watch Checchi Capital Advisers, LLC (CRD number 143478): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 143478
- SEC file number
- 801-67727
- SEC status
- Approved, effective April 17, 2007
- Main office
- 9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212
- Phone
- (310) 432-0010
- Regulatory AUM
- $2,594,388,278 in the Form ADV filed September 16, 2026
- Discretionary AUM
- $2,501,059,497
- Non discretionary AUM
- $93,328,781
- Accounts
- 1,169
- Employees
- 29, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 234 | $1.61 billion |
| Insurance companies | Fewer than 5 | $609.5 million |
| Other investment advisers | Fewer than 5 | $191.8 million |
| Charitable organizations | 7 | $117.2 million |
| Corporations or other businesses | Fewer than 5 | $49.4 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $21,360 |
| Pension and profit sharing plans | Fewer than 5 | $2 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.59 billion | March 23, 2026 |
| December 1, 2025 | $2.31 billion | November 10, 2025 |
Other advisers in Beverly Hills
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Platinum Equity Advisors, LLC | Beverly Hills | $47.72 billion | 149 | adviserinfo.sec.gov |
| Levine Leichtman Capital Partners, LLC | Beverly Hills | $11.88 billion | 54 | adviserinfo.sec.gov |
| Butterfly Equity LP | Beverly Hills | $7.08 billion | 19 | adviserinfo.sec.gov |
| Mozaic, LLC | Beverly Hills | $3.64 billion | Not listed | adviserinfo.sec.gov |
| Gobi Capital LLC | Beverly Hills | $2.69 billion | 3 | adviserinfo.sec.gov |
| Grant Tani Barash & Altman, LLC | Beverly Hills | $2.28 billion | Not listed | adviserinfo.sec.gov |
| Joel R. Mogy Investment Counsel Inc. | Beverly Hills | $2.18 billion | Not listed | adviserinfo.sec.gov |
| Monogram Capital Management, L.P. | Beverly Hills | $1.79 billion | 27 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Beverly Hills, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving insurance companies
- Checchi Capital Advisers, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.