Advisor at 57 West Capital Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
57 West Capital Advisors, Inc.
Location
Austin, TX 78759
Credentials
Series 65
Industry experience
1 year
Luis Giraldo is a financial advisor at 57 West Capital Advisors, Inc. in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining 57 West Capital, he worked at Treis Investments Inc. and spent 18 years at Intelligraphics Inc. He serves as president of Treis Investments Inc. and Innovated Freezing Systems S.A.S., a company in Guayaquil, Ecuador. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies, emphasizing long-term, buy-and-hold strategies with concentrated positions and a proprietary selection process. The firm also supports non-U.S. clients through an offshore affiliate and discloses predecessor and performance results in client materials.
Based on 57 West Capital Advisors, Inc.
$0 - $2,000,000: 1.75% annually $2,000,000+: 1.50% annually
Account minimum: $100,000
11615 Angus Road, Suite 104 K
Austin, TX 78759
California · Florida · Texas
57 West Capital Inc.
2024 - Present (2 years)
Treis Investments Inc.
2022 - 2023 (1 year)
Intelligraphics Inc.
2004 - 2022 (18 years)
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