Caldwell Trust Company
Caldwell Trust Company is a multi-family office headquartered in Sarasota. The firm provides fiduciary and wealth management services to families and individuals, focusing on trust administration, investment management, and estate planning.
Caldwell Trust Company
Caldwell Trust Company is a multi-family office headquartered in Sarasota. The firm provides fiduciary and wealth management services to families and individuals, focusing on trust administration, investment management, and estate planning. With a client-centered approach and a long-term perspective, Caldwell Trust Company supports generational wealth preservation and philanthropic initiatives—serves as a trusted partner for comprehensive financial stewardship.
General information
Firm type
Multi Family Office
Year founded
1993
AUM
—
Location
Region
North America
Country
—
City
Sarasota
Corporate office
—
Frequently asked questions
What is Caldwell Trust Company?
Caldwell Trust Company is a multi family office headquartered in Sarasota.
When was Caldwell Trust Company founded?
Caldwell Trust Company was founded in 1993.
Where is Caldwell Trust Company headquartered?
Caldwell Trust Company is headquartered in Sarasota, in the North America region.
What does Altss track for Caldwell Trust Company?
Altss maintains an OSINT-verified profile of Caldwell Trust Company covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Caldwell Trust Company's website?
Caldwell Trust Company's public website is www.ctrust.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Caldwell Trust Company?
Caldwell Trust Company is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Caldwell Trust Company?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Caldwell Trust Company?
Caldwell Trust Company's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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