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57 West Capital Advisors, Inc.

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Total assets under management

$47,379,902

Total clients

78

14% high-net worth

Total advisors

6

of 7 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

13

Average account size

$607,435

About

57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm primarily manages concentrated portfolios of individual company shares and reports portfolio performance versus selected benchmarks in client statements.

The advisor pursues a long-term, buy-and-hold equity strategy, typically building diversified positions across a range of individual issuers and holding investments for multi‑year to multi‑decade horizons; cash not invested in equities is placed in short‑term fixed‑income instruments. 57 West uses a proprietary selection and valuation process, may employ options selectively for hedging, and may implement borrowing/margin in managed accounts when the strategy calls for it.

Distinctive features include the firm’s use of an offshore affiliate (57 West Capital Markets, Ltd.) and disclosed arrangements that support non‑U.S. clients and cross‑border referrals, which the brochure notes are managed in accordance with applicable foreign rules. The firm also discloses and provides predecessor and performance results in its materials, an uncommon practice among peers in its category.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management

Occupation focus

Founder/Business Owner

Fee options

Percentage

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

Other

Account minimum: $100,000

Main office location

57 West Capital Advisors, Inc.

11615 Angus Road, Suite 104 K

Austin TX 78759, United States

Number of offices

2

Most active in

California · Florida · Louisiana · Texas

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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