CHECCHI CAPITAL Overview
Checchi Capital Advisers Llc is an investment advisor that manages 494.8 MM dollars in regulatory AUM and has 12 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 12/31/19. The fund's latest filing disclosed 518MM in positions, representing 105% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/19. The fund's latest filing disclosed 518MM in positions, representing 105% of the manager's regulatory AUM.
CHECCHI CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CHECCHI CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BWX | 7.3% | ETF | -5.04% | 0.05% | 1 | 1% | ||
| IGOV | 5.42% | ETF | -3.07% | 0.12% | 4 | 2% | ||
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FEATURED IN
CHECCHI CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Adam D. Checchi | Managing Member | February-2007 |
| Kathryn D. Checchi | Principal And Chief Compliance Officer | February-2007 |
| Samuel T. Pfister | Partner | January-2014 |
CHECCHI CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CHECCHI CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
CCA combines a quantitative approach in security analysis with an index methodology to construct portfolios of securities for clients. CCA utilizes databases from several sources as input to its own statistical computer models. This quantitative processing produces security portfolio recommendations that capture specific market level risk exposures of common and customized indices. CCA may employ fundamental, technical and behavioral data in its computer models. CCA portfolios tend to be long-term purchases, with limited turnover.
CCA’s approach is not designed to capture idiosyncratic differences between companies and therefore do not provide advantage in security selection. CCA’s process relies on the quality of the data it obtains, the quality of its statistical models it builds and the firm’s ability to execute purchases at prices that approximate those modeled.
Methods of Analysis
CCA combines a quantitative approach in security analysis with an index methodology to construct portfolios of securities for clients. CCA utilizes databases from several sources as input to its own statistical computer models. This quantitative processing produces security portfolio recommendations that capture specific market level risk exposures of common and customized indices. CCA may employ fundamental, technical and behavioral data in its computer models. CCA portfolios tend to be long-term purchases, with limited turnover.
CCA’s approach is not designed to capture idiosyncratic differences between companies and therefore do not provide advantage in security selection. CCA’s process relies on the quality of the data it obtains, the quality of its statistical models it builds and the firm’s ability to execute purchases at prices that approximate those modeled.
CHECCHI CAPITAL Portfolio Concentration
CHECCHI CAPITAL Location
190 N. CANON DRIVE
SUITE 402
BEVERLY HILLS, California
UNITED STATES, 90210
SUITE 402
BEVERLY HILLS, California
UNITED STATES, 90210
CHECCHI CAPITAL Contact Information
Phone Number: 310-432-0010
Fax Number: 310-432-0013
Website: http://www.checchicapital.com
Fax Number: 310-432-0013
Website: http://www.checchicapital.com
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