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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-20-1999
- Office Locations
- 2
Office Locations
About 57 West Capital Advisors, Inc.
57 West Capital Advisors, Inc. is an Austin, TX fee-only RIA that builds and actively manages individualized portfolios, investing directly in methodically selected companies with an emphasis on quality and long-term growth. The team evaluates client goals, helps open and fund brokerage accounts, and provides ongoing guidance with monthly performance reporting. Portfolios are held with third-party custody (e.g., Schwab, Interactive Brokers) and clients can track transactions via brokerage statements and terminate services without penalties.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Sebastian Caicedo
Chief Executive Officer, Investment Advisor Representative
- CRD
- #7511890
- Ownership
- Less than 5%
Luis Alberto Giraldo
Chief Compliance Officer
- CRD
- #7899557
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Dewitte J Derks
--
- CRD
- #8076938
JUAN GABRIEL GARCES
Financial Advisor
- CRD
- #4614691
Frontier ridge
Harbor element focus
- CRD
- #47033
Showing 2 of 7 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,379,902 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,379,902 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,379,902
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,589,796,255 | 67.4% |
| Public Funds | $1,252,631,423 | 32.6% |
| Total | $3,842,427,678 | 100.0% |