57 WEST CAPITAL ADVISORS, INC.

RIASEC Registered

Total AUM

$47.4M

Discretionary

$47.4M

100% of AUM

Avg account

$532K

Accounts

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 115378
Website: www.57west.us
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI44.54%
Corporations / Businesses36.55%
Individuals18.91%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

57 West Capital Advisors, Inc. is a small corporate advisory firm that manages portfolios for both individual/family clients and institutional accounts. Ownership is split between an individual and a foreign entity. The firm bills clients on a percentage-of-assets basis and focuses on discretionary portfolio management for individuals, small businesses, and institutional/business clients. It does not present itself as an ESG-focused manager, is not classified as a pension consultant or related adviser, and is not identified as a multi-state adviser.