CHECK CAPITAL MANAGEMENT INC
Adviser information for CHECK CAPITAL MANAGEMENT INC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 11 |
---|---|
Investment Advisory/Research | 9 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 9 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,868 | $1.6B |
Non-Discretionary | 274 | $122.8M |
Total | 2,142 | $1.7B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 1,112 | $1.6B |
Banking or thrift institutions | 0 | $0 |
Investment companies | 1 | $36.8M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 23 | $104.9M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companies |
---|---|
Compensation | % of AUMPerformance-based fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 197,411 |
Both for Same | 0 |
Portfolio Manager to Program | Sponsor |
---|---|
UBS MAC PROGRAM | UBS SECURITIES LLC |
Principal Office
575 ANTON BLVDSTE 500
COSTA MESA
CA
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 714-641-3579, Fax: 714-641-8128
Chief Compliance Officer
ROB HILL
TRADING MANAGER
575 ANTON BLVD.
STE 500
COSTA MESA
CA
United States
Tel:
714-641-3579
Fax:
714-641-8128
R****@***************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CHECK, STEVEN, GLENN | Individual | – | PRESIDENT | 01/1990 | > 75% |
HILL, ROBERT, PHILLIP | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2014 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AerCap Holdings | COM | 81M | 871K | – |
Alphabet | COM | 140M | 761K | – |
Alphabet Class A | COM | 614K | 3K | – |
Amazon Com | COM | 487K | 3K | – |
Amgen | COM | 1M | 4K | – |
Apple | COM | 7M | 33K | – |
Bank of America | COM | 4M | 102K | – |
Berkshire Hathaway 'A' | COM | 18M | 30 | – |
Berkshire Hathaway | COM | 499M | 1M | – |
Berkshire Hathaway | COM | 138M | 340K | – |
Berkshire Hathaway | COM | 427M | 1M | – |
Berkshire Hathaway | COM | 4M | 9K | – |
Berkshire Hathaway | COM | 446M | 1M | – |
Berkshire Hathaway | COM | 164M | 403K | – |
Berkshire Hathaway | COM | 80M | 196K | – |
Berkshire Hathaway | COM | 99M | 244K | – |
Berkshire Hathaway | COM | 46M | 112K | – |
Berkshire Hathaway | COM | 143M | 352K | – |
Berkshire Hathaway | COM | 47M | 116K | – |
Berkshire Hathaway | COM | 10M | 24K | – |
Berkshire Hathaway | COM | 2M | 6K | – |
Berkshire Hathaway | COM | 4M | 10K | – |
Berkshire Hathaway | COM | 29M | 71K | – |
Berkshire Hathaway | COM | 1M | 3K | – |
Berkshire Hathaway | COM | 9M | 23K | – |
Berkshire Hathaway | COM | 488K | 1K | – |
Berkshire Hathaway | COM | 732K | 2K | – |
Berkshire Hathaway | COM | 3M | 8K | – |
Biglari Cl A | COM | 2M | 2K | – |
Biglari Holdings | COM | 247K | 1K | – |
Boeing Co | COM | 224K | 1K | – |
Brookfield Asset Management | COM | 2M | 54K | – |
Brookfield Corp. | COM | 127M | 3M | – |
CarMax | COM | 45M | 617K | – |
Cardlytics | COM | 377K | 46K | – |
Caterpillar Tractor | COM | 572K | 2K | – |
Chevron | COM | 235K | 2K | – |
Cimpress | COM | 30M | 341K | – |
Conocophillips | COM | 389K | 3K | – |
Disney (Walt) | COM | 314K | 3K | – |
Fastenal | COM | 249K | 4K | – |
FedEx | COM | 56M | 188K | – |
First Citizens | COM | 47M | 28K | – |
General Electric | COM | 529K | 3K | – |
Goldman Sachs | COM | 556K | 1K | – |
Hershey Foods | COM | 25M | 137K | – |
Illinois Tool Works | COM | 261K | 1K | – |
LKQ Corp | COM | 67M | 2M | – |
Liberty Media SiriusXM | COM | 4M | 200K | – |
Markel | COM | 122M | 77K | – |
Matson Inc. | COM | 432K | 3K | – |
Metro Bank Holdings | COM | 5K | 10K | – |
Microsoft | COM | 3M | 6K | – |
Procter & Gamble | COM | 214K | 1K | – |
Quest Diagnostics | COM | 263K | 2K | – |
Raytheon Technologies | COM | 350K | 3K | – |
Schwab US Large Cap Growth | COM | 247K | 2K | – |
Sempra Energy | COM | 289K | 4K | – |
Suncor | COM | 65M | 2M | – |
Tesla Motors | COM | 490K | 2K | – |
Trupanion Inc. | COM | 1M | 40K | – |
Tyson Foods | COM | 243K | 4K | – |
Uber | COM | 273K | 4K | – |
Verizon | COM | 223K | 5K | – |
Wayfair | COM | 11M | 200K | – |
Wells Fargo | COM | 292K | 5K | – |
IShares Exponential Technologi | ETF | 732K | 12K | – |
SPDR S&P 500 | ETF | 525K | 965 | – |