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
4 years
Sebastian Caicedo is a financial advisor at 57 West Capital Advisors, Inc. in Austin, TX, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Inversiones Caicedo Posada, Marsh, XyZ Estrategias, and Universidad de Los Andes. He is also a partner in a family agriculture business, Caicedo Posada Asociados, where he serves on the board of directors. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm employs a long-term, buy-and-hold equity strategy with concentrated portfolios and uses proprietary selection and valuation processes, including selective option hedging and margin use when appropriate.
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 · Texas
57 West Capital Advisors, Inc
2022 - Present (4 years)
Inversiones Caicedo Posada
2019 - 2021 (2 years)
Marsh
2019 - 2019 (1 year)
XyZ Estrategias
2017 - 2019 (2 years)
Universidad de Los Andes
2012 - 2018 (6 years)
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