Caldwell Sutter Capital

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

30 Liberty Ship Way Ste 3225, Sausalito,...

Phone Number

(415) 962-2526

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Caldwell Sutter Capital

Caldwell Sutter Capital specializes in investment management and brokerage services, focusing on delivering customized equity and fixed income strategies for long-term, tax-efficient returns. The firm caters to institutional and high net worth clients, providing tax-exempt and taxable fixed income trading in both new issue and secondary markets. Their equity trading desk emphasizes trading in domestic markets, particularly closely held and thinly traded securities. With a commitment to finding, creating, and delivering value, Caldwell Sutter Capital aims to meet the unique risk and return objectives of its clients.Explore more
SIC Code 67,679NAICS Code 52,523Show more

Caldwell Sutter Capital Org Chart

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Chief Financial Officer

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President

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Portfolio Manager & Investment Advisor

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Compare Similar Companies to Caldwell Sutter Capital

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Caldwell Sutter Capital

<$5M
11-50
Private
-
1982
CA
Christopher AndersonChief Financial Officer
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
Illustration of an envelope

Caldwell Sutter Capital Tech Stack

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Frequently Asked Questions Regarding Caldwell Sutter Capital

What is Caldwell Sutter Capital's official website?
Caldwell Sutter Capital's official website is www.cald.com
What is Caldwell Sutter Capital's Revenue?
Caldwell Sutter Capital's revenue is <$5 Million
What is Caldwell Sutter Capital's SIC code?
Caldwell Sutter Capital's SIC: 67,679
What is Caldwell Sutter Capital's NAICS code?
Caldwell Sutter Capital's NAICS: 52,523
How many employees does Caldwell Sutter Capital have?
Caldwell Sutter Capital has 11-50 employees
What industry does Caldwell Sutter Capital belong to?
Caldwell Sutter Capital is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Caldwell Sutter Capital competition?
Caldwell Sutter Capital top competitors include: Greenwood Capital Associates, Dowd Financial Group
What technology does Caldwell Sutter Capital use?
Some of the popular technologies that Caldwell Sutter Capital uses are: DocuSign, MailChimp, Squarespace Online Stores, Adobe Typekit
Who is the CFO of Caldwell Sutter Capital?
Caldwell Sutter Capital's CFO is Christopher Anderson
How do I contact Caldwell Sutter Capital?
Caldwell Sutter Capital contact info: Phone number: (415) 962-2526 Website: www.cald.com
What does Caldwell Sutter Capital do?

Caldwell Sutter Capital specializes in investment management and brokerage services, focusing on delivering customized equity and fixed income strategies for long-term, tax-efficient returns. The firm caters to institutional and high net worth clients, providing tax-exempt and taxable fixed income trading in both new issue and secondary markets. Th... eir equity trading desk emphasizes trading in domestic markets, particularly closely held and thinly traded securities. With a commitment to finding, creating, and delivering value, Caldwell Sutter Capital aims to meet the unique risk and return objectives of its clients.Read More

Is Caldwell Sutter Capital a public company?
Caldwell Sutter Capital is private company therefore does not currently have an official ticker symbol
See more information about Caldwell Sutter Capital

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