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Checchi Capital Advisers

Checchi Capital Advisers is an investment advisor in Beverly Hills with $1.49B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208532278
SEC advisor number
801-67727
FINRA CRD number
143478
AUM ?
$1.49B (as of 31 Mar 22)
Accounts
212 (as of 31 Mar 22)
Employees
20 (4 investment advisory or research)
Address
Checchi Capital Advisers
9720 WILSHIRE BLVD, 4TH FLOOR
BEVERLY HILLS
CA 90212
Phone
3104320010

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 579 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$36.43M 868.44K 1.01M -13.8
$28.75M 176.91K 174.21K +1.5
$26.74M 1.13M 981.25K +15.4
$25.74M 1.47M 1.49M -1.1
$23.7M 973.85K 501.87K +94.0
$23.51M 143.29K 129.77K +10.4
$22.76M 81.08K 78.8K +2.9
$20.35M 283.17K 244.23K +15.9
$19.19M 191.13K 196.18K -2.6
$18.35M 190.37K 175.09K +8.7
$17.21M 276.43K 7.65K +3514.9
$16.62M 188.77K 193.94K -2.7
$16.13M 245.39K 62.76K +291.0
$12.89M 987.06K 869.84K +13.5
$12.67M 440.77K 341.49K +29.1
$12.1M 354.88K 339.18K +4.6
$11.07M 12.42K 6.14K +102.2
$10.81M 475.01K 343.02K +38.5
Vanguard Intl Equity Index F (FTSE EMR MKT ETF)
$10.6M 256.61K 148.04K +73.3
$10.57M 201.21K 87.3K +130.5
$10.5M 151K 85.81K +76.0
$10.45M 176.94K 11.77K +1403.3
$9.69M 197.52K 60.62K +225.8
$9.59M 194.81K 160.73K +21.2
Vanguard Intl Equity Index F (FTSE SMCAP ETF)
$9.54M 87.22K 67.79K +28.7
$9.27M 344.84K 182.9K +88.5
$9.22M 392.15K NEW
$8.66M 52.63K 45.69K +15.2
$7.98M 199.69K 210.85K -5.3
$7.91M 95.29K 114.53K -16.8
$7.82M 73.34K 3.7K +1883.2
Vanguard Intl Equity Index F (TT WRLD ST ETF)
$7.65M 83.79K NEW
$7.44M 75.14K 62.62K +20.0
$7.17M 139.82K NEW
$6.59M 37.79K 32.96K +14.7
American Centy Etf TR
$6.55M 116.98K NEW
$6.49M 11.96K 10.95K +9.2
$6.39M 103.97K NEW
$6.38M 144.72K 148.54K -2.6
$6.37M 184.66K 205.02K -9.9
$6.29M 16.99K NEW
$6.26M 250.08K 250K 0
$6.22M 20.7K 36.49K -43.3
$6.21M 53.26K 2.64K +1915.8
$6.19M 53.23K 2.54K +1994.8
$5.83M 66.9K 65.61K +2.0
$5.69M 128.36K 125.28K +2.5
$5.43M 121.36K NEW
$5.07M 59.5K 58.76K +1.3
$4.78M 90.45K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

28 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings