# Caldwell Trust Company

Caldwell Trust Company is a Multi Family Office based in Sarasota, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Founded:** 1993
- **Assets under management:** $1.5B
- **Website:** ctrust.com
- **LinkedIn:** https://www.linkedin.com/company/caldwell-trust-company

## Regulatory record

- **Reports private funds:** No

## About

Roland G. Caldwell established the firm in 1993. His son R. Kelly Caldwell Jr. now serves as CEO, President, and Chairman. The family-run structure centers on fiduciary services for multiple client families rather than a single lineage. The firm allocates across real estate, private equity, private credit, and hedge fund exposures. Confirmed public holdings include positions in Apple, NVIDIA, and Microsoft as of Q4 2025 filings. Geographic reach stays within North America, with primary activity in Florida markets. Caldwell Trust Company operates three Florida offices and employs a proprietary trust management platform. It sponsors community events through its Caldwell Cares program, including support for Tidewell Foundation in 2024. October 2025 marked the opening of its Vero Beach office on the Treasure Coast. The firm maintains membership in the Florida Bankers Association, where Kelly Caldwell received the 2025 Trust Banker of the Year award. This industry affiliation supports its regulatory posture as a state-chartered trust company.

## Sectors

- Real Estate
- Private Equity
- Private Credit
- Hedge Funds
- Philanthropic / Mission-Related Investing

## Offices

- Venice, FL
- Vero Beach, FL

## People

- R. Kelly Caldwell Jr. — CEO, President, and Chairman of the Board
- Roland G. Caldwell — Founder
- Melissa Caldwell — Board Member

## Questions

### Who runs investment decisions at Caldwell Trust Company?

R. Kelly Caldwell Jr. serves as CEO, President, and Chairman. He oversees the firm's fiduciary and investment activities alongside the board that includes Melissa Caldwell.

### Does Caldwell Trust Company participate in fund commitments or only direct deals?

The firm deploys across fund of funds, hedge funds, private equity, and private credit vehicles while also holding direct real estate assets such as its Sarasota and Venice office buildings.

### What is Caldwell Trust Company's known posture on co-investments alongside external GPs?

No specific co-investment activity is documented in available records. The firm reports confirmed allocations to real estate and philanthropic vehicles.

### Where does the underlying wealth come from?

The firm does not disclose the source of client wealth. It operates as a multi-family office serving individuals and families in Florida.

### Does Caldwell Trust Company maintain philanthropic structures, and how are they separated?

Caldwell Cares coordinates donations and sponsorships for Florida nonprofits. Nearly $2 million has gone to organizations including Sarasota Orchestra and Mote Marine Laboratory.

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Last updated: 2026-07-08T21:03:57.031Z

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