57 West Capital Advisors, Inc.

Chalu Harden is a financial advisor at 57 West Capital Advisors, Inc. with three years of industry experience. They hold a Series 63 designation and have been with 57 West Capital Advisors since 2021. Outside of advising, Harden owns Harden House & Harden House Consulting, a hospitality business operating short-term rentals, and is involved as a real estate broker with Love My City LLC. 57 West Capital Advisors specializes in discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm employs a long-term, buy-and-hold strategy using a proprietary selection process and offers services to non-U.S. clients through an offshore affiliate.

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.

Taylor Tucker is a financial advisor with 10 years of industry experience, currently with 57 West Capital Advisors, Inc. in Austin, TX. He holds Series 63 and Series 65 designations and has previously worked at NYLIFE Securities LLC and The Rainier Financial Group LLC. 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 a proprietary selection process and offers services to both U.S. and non-U.S. clients through an offshore affiliate.

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.

Debbie Lux is an advisor at 57 West Capital Advisors, Inc. with a Series 65 designation and no prior industry experience. Before joining 57 West Capital Advisors in 2025, she was co-owner of Floor City, LLC, a flooring installation and remodeling business. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies, employing a long-term, buy-and-hold equity strategy with diversified positions and selective use of options and margin. The firm serves both U.S. and non-U.S. clients through an offshore affiliate and offers detailed performance reporting uncommon among its peers.

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.