Bank / Wealth / TrustRIA · CRD 107058SEC-Registered

Updated:

Check Capital Management

Check Capital Management was established in 1987 in Costa Mesa, California. It functions as a registered investment adviser providing services to individuals...

Check Capital Management logo

Check Capital Management

Check Capital Management was established in 1987 in Costa Mesa, California. It functions as a registered investment adviser providing services to individuals and institutions. The firm offers separately managed accounts and mutual funds. No specific asset-class allocations, named holdings, or geographic deployment details appear in public records. Client types include high-net-worth individuals, retirement plans, corporate clients, and partnerships. No team size, additional offices, or recent operational events from the last 24 months are documented. Adjacent vehicles such as foundations or club memberships remain undisclosed. The firm operates without public disclosure of succession structures or hybrid vehicles that would distinguish it from standard RIAs.

General information

Firm type

Bank / Wealth / Trust

Year founded

1987

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Costa Mesa

Corporate office

Costa Mesa, CA, United States

Frequently asked questions

Who runs investment decisions at Check Capital Management?

No named principals or CIO appear in available records.

Does Check Capital Management participate in fund commitments or only direct deals?

Public information shows separately managed accounts and mutual funds but no commitments or co-investments.

What investment stages does Check Capital Management typically target?

No stage focus or strategy details are disclosed.

Where does the underlying wealth come from?

Wealth origin is not attributed to any specific family or source.

How is Check Capital Management related to any parent or spinout?

No parent, spinout, or affiliated vehicle is identified.

Profile maintained by 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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