A complete list of active advisors currently associated with 57 West Capital Advisors, Inc.

Warmer can help you find a great advisor at 57 West Capital Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at 57 West Capital Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.