Checchi Capital

Family Office Beverly Hills, California, United States ·Founded 2007

Overview

Frustrated with Wall Street's high expenses, excessive risks and conflicts of interests, the Checchi Family founded Checchi Capital Advisers, LLC (CCA) in 2007 as the solution for managing their family's assets. By recruiting top talent in computer science and finance, and investing heavily in technology infrastructure, CCA created an innovative financial technology platform to help families and institutions plan and manage their liquid wealth. CCA provides tax-efficient, transparent, and globally diversified portfolios customized to each investor's needs. Today, CCA manages over $750mm in AUM for a select group of exceptional clients.

Investment Focus

  • Strong management teams
  • Scalable business models
  • Clear growth potential
  • Alignment with Checchi Capital's values and objectives

Portfolio Companies

VRGL

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Frequently asked questions about Checchi Capital

What sectors does Checchi Capital invest in?

Checchi Capital invests in Financial Services, Technology, Healthcare, Energy, Real Estate and Telecommunications, and is based in Beverly Hills, California, United States. Checchi Capital is listed as a family office in the ConnectSafely investor database.

What stage does Checchi Capital invest at?

Checchi Capital backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 5M - 50M.

Which regions does Checchi Capital invest in?

Checchi Capital invests across United States.

What companies has Checchi Capital invested in?

Checchi Capital's portfolio includes VRGL.

How do I contact Checchi Capital?

Checchi Capital's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.

Last updated · Source: ConnectSafely investor database