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Juan Garces

Advisor at 57 West Capital Advisors, Inc.

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Firm

57 West Capital Advisors, Inc.

Location

Austin, TX 78759

Credentials

Series 63

Industry experience

23 years

About

Juan Garces is a Series 63-licensed financial advisor with 23 years of industry experience, currently serving at 57 West Capital Advisors, Inc. since 1999. He is the president and controlling shareholder of 57 West Capital Holdings, Inc., overseeing all business activities and strategy of the holding company and its subsidiaries. 57 West Capital Advisors provides discretionary portfolio management focused on concentrated equity portfolios for individual investors and investment companies. The firm employs a long-term, buy-and-hold equity strategy with a proprietary selection process and supports non-U.S. clients through its offshore affiliate.

Client services

Based on 57 West Capital Advisors, Inc.

Portfolio management

Expertise

Based on 57 West Capital Advisors, Inc.

Active portfolio management Concentrated stock management

Occupation focus

Based on 57 West Capital Advisors, Inc.

Founder/Business Owner

Fee options

Percentage

$0 - $2,000,000: 1.75% annually $2,000,000+: 1.50% annually

Other

Account minimum: $100,000

Location

11615 Angus Road, Suite 104 K

Austin, TX 78759

Most active in

California · Texas

Work history

57 West Capital Advisors, Inc.

1999 - Present (27 years)

57 West Capital Partners, Inc.

1998 - 2022 (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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