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 09/30/16. The fund's latest filing disclosed 341MM in positions, representing 69% of the manager's regulatory AUM.

CHECCHI CAPITAL StockAlpha

-4.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CHECCHI CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BWX 7.3% ETF -9.43% -0.78% 0 2%
IGOV 5.06% ETF -9.44% -0.54% 0 0%
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FEATURED IN
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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.
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CHECCHI CAPITAL Portfolio Concentration

CHECCHI CAPITAL Location

190 N. CANON DRIVE
SUITE 402
BEVERLY HILLS, California
UNITED STATES, 90210

CHECCHI CAPITAL Contact Information

Phone Number: 310-432-0010
Fax Number: 310-432-0013
Website:

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