57 West Capital Advisors (57WCA) specializes in managing equity portfolios with a long-term investment approach. 57WCA aims to invest client assets in a diversified number of companies, typically over 10, and hold them for over 6 years, ideally spanning decades. While awaiting equity investments, client funds are invested in short-term fixed income securities or held in cash. 57WCA provides both discretionary and non-discretionary investment advisory services. Investment portfolios are tailored to client needs through the selection and evaluation of specific equities, and clients can impose restrictions on equity selection and margin loan levels.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are subject to negotiation.