Caldwell Sutter Capital
Likely to Engage tag.Highly Engaged Employees

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
ZI Rank: 2
Signal Type
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ZI Rank
2
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2

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
Popular SearchesCaldwell Sutter CapitalCaldwell Sutter Capital IncRichard A Saso & AssociatesCaldwell Securities IncRichard A Saso Cpa IncSIC Code 67,679NAICS Code 52,523Show more

Caldwell Sutter Capital Org Chart

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Chief Financial Officer

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JH
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President

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CM
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Managing Director

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KH
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Managing Director

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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
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
<$5M
11-50
Private
-
1999
N/A
<$5M
11-50
Private
-
-
SM
Saraiy MezaSenior Registered Client Associate
<$5M
1-10
Private
-
2010
LM
Leo MurphyPresident, CEO & Co-Founder
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

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Activity Insights

Caldwell Sutter Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Caldwell Sutter Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Caldwell Sutter Capital.

Caldwell Sutter Capital Tech Stack

A closer look at the technologies used by Caldwell Sutter Capital

Caldwell Sutter Capital News & Media

  • Caldwell Sutter Capital, Inc. Welcomes Christopher Bovich

    SAUSALITO, Calif., May 02, 2023 (GLOBE NEWSWIRE) -- Caldwell Sutter Capital (“CSC”) announced today that Christopher Bovich has joined the firm effective May 1, 2023. Bovich joins CSC as a managing director with over 40 years’ experience in the municipal bonds industry. Most recently, Bovich served as Senior Vice President at BBT Capital Markets/Truist, where he worked in institutional bond sales and specialized in high yield credits for the past 15 years.
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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, Money Manager, Dowd Financial Group, Eagle Equity Holdings
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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