Caldwell Trust Company
Overview
Established in 1993, Caldwell Trust Company offers a comprehensive suite of fiduciary and investment management services to individuals, families, foundations, and organizations. Their offerings include trust administration, estate planning, tax planning, and estate settlement, all tailored to meet the unique needs of each client. The firm emphasizes a relationship-driven approach, collaborating closely with clients and their professional advisors to achieve financial objectives. With over $1 billion in assets under management, Caldwell Trust Company focuses on a diverse range of asset classes, including fixed income, private equity, real estate, and venture capital. Their investment strategy spans multiple stages, from seed and early-stage investments to growth, late-stage, pre-IPO, buyouts, turnarounds, and distressed assets. This broad approach allows them to address various investment opportunities and challenges. The firm's leadership, including President and CEO R.G. “Kelly” Caldwell Jr., upholds the founding principles of personal service and integrity in trust banking. Caldwell Trust Company remains committed to providing personalized financial guidance rooted in independence and long-term relationships, ensuring the enhancement and protection of client legacies for generations to come.
Investment Focus
- Open to accredited investors
- Preference for long-term partnerships
- Interest in diverse asset classes and investment stages
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Caldwell Trust Company
What sectors does Caldwell Trust Company invest in?
Caldwell Trust Company invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Venice, Florida, United States. Caldwell Trust Company is listed as a other in the ConnectSafely investor database.
What stage does Caldwell Trust Company invest at?
Caldwell Trust Company backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Caldwell Trust Company invest in?
Caldwell Trust Company invests across United States.
Who are the partners at Caldwell Trust Company?
Team members listed for Caldwell Trust Company include Scott Antritt (Senior Executive Vice President and Director of Investments).
What companies has Caldwell Trust Company invested in?
Caldwell Trust Company's portfolio includes TeleCom Networks, Consumer Goods Co., Logistics Partners, MediaWorks, FinTech Innovations, Transportation Logistics, Retail Dynamics and Global Tech Solutions.
How do I contact Caldwell Trust Company?
Caldwell Trust Company's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
