Checchi Capital Fund Advisers, LLC is a related adviser based in Beverly Hills. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Checchi Capital Fund Advisers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has a single stream of revenue. Clients pay Checchi Capital Fund Advisers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Checchi Capital Fund Advisers, LLC performs its advisory services is located at 9720 Wilshire Blvd, Beverly Hills, CA 90212, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-432-0010 or by fax 310-432-0013. The normal business hours are 9am - 5pm on Monday - Friday.