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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-14-2024
- Office Locations
- 1
Office Locations
About Toro West Capital Advisors
Toro West Capital Advisors is an independent, SEC-registered RIA providing private wealth management and family office consulting for entrepreneurs, founders/CEOs and multi-generational families. The firm builds tax-efficient, income-oriented portfolios across public and private investments, including access to hard-to-access managers, and supports liquidity/exit planning, estate/philanthropy, and lending. Reporting is delivered via Addepar; custody includes Schwab.
Team overview
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Asset Classes
Custodian
Geographic Focus
Industry Interests
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRIS MATTHEW REBICH
Co-founder, Managing Member, Managing Partner, Partner
- CRD
- #4331972
- Ownership
- 50% but less than 75%
JEREMY MICHAEL SHEVLIN
Co-founder, Managing Member, Managing Partner, Partner
- CRD
- #4839266
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Jamie Medina
Analyst, Investment Research
- CRD
- --
Chris Rebich
Co-founder & Managing Partner
- CRD
- --
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,153,683 | $1,373,171 |
| Non-Discretionary | $79,518,369 | $344,235 |
| Total | $245,672,052 | $697,932 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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