A complete list of active advisors currently associated with Toro West Capital Advisors

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

Toro West Capital Advisors provides investment advisory and family-office wealth planning services to ultra‑high net worth individuals, their families, trusts and estates, family offices, non‑profit entities and other business entities. Services described in the brochure include discretionary and non‑discretionary portfolio management, investment policy development, consolidated reporting and balance sheet, cash flow and concentrated‑stock advice, as well as sourcing and monitoring of external managers and private offerings. The firm’s investment approach is grounded in written investment policies, a blend of passive and active strategies, and an emphasis on broadening the opportunity set with both public and illiquid private investments where appropriate. Toro West tailors portfolios to client objectives and ESG preferences, uses direct‑index tax‑managed separate accounts and ETFs for public exposure, and may engage External Managers for specific sleeves while retaining client approval for private partnership investments. What distinguishes Toro West in its disclosure is its family‑office style menu of services (CFO/controller sourcing, capital call tracking and illiquid reporting) combined with an ownership interest held by certain personnel in ChainGate Capital LLC, the general partner to the ChainGate Digital Access Fund LP. The brochure discloses that ChainGate allocates to actively managed private funds focused on digital assets, that Toro West does not charge its own wealth‑management fees on client assets invested in that fund, and that this affiliation and fund relationship are identified as a potential conflict of interest.

To learn more about the advisors currently working at Toro West Capital Advisors, 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.