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Checchi Capital
Checchi Capital is an SEC-registered investment adviser in Beverly Hills, CA, registered since 2007. The firm manages $2.6 billion in assets, with $2.5 billion...
Checchi Capital
Checchi Capital is an SEC-registered investment adviser in Beverly Hills, CA, registered since 2007. The firm manages $2.6 billion in assets, with $2.5 billion on a discretionary basis. It has 29 employees and 9 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2007
Location
Region
North America
Country
United States
City
Beverly Hills
Corporate office
Beverly Hills, CA, United States
Principals
Vincent Checchi
Principal
Sector focus
Frequently asked questions
What does Checchi Capital's investment activity focus on?
The firm focuses on three primary areas: commercial real estate credit, including bridge loans and preferred equity; direct co-investments in lower-middle-market private equity deals; and fund commitments to select venture capital managers. The real estate credit exposure is concentrated in California, with additional activity in Texas and Florida markets, based on public filings and investment patterns.
Which sectors does Checchi Capital explicitly avoid?
There is no public statement from Checchi Capital explicitly barring specific sectors. However, based on observable investment patterns from SEC filings, the firm does not appear active in biotechnology, early-stage deep tech, or cryptocurrency. Its focus remains on tangible-asset credit and lower-middle-market private equity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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