Caldwell Trust Company is a asset manager based in Venice, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Founded in 1993, Caldwell Trust Company is an independent trust company with more than 25 years of investment experience and one billion dollars in assets under management.
Investment types: Investment Funds, Joint Venture/Partner, Long/Short Equity, Private Equity, Venture Capital - Early Stage
Sectors & themes: Travel Accommodations & Tourism, Concierge Services, Debt Management, Equity/Mutual Funds, ETFs, Fixed Income/Debt Securities, Hedge Funds, Investment Management, Legal & Tax Services, Retirement Planning, Startups & Management, Trust Management, Wealth & Estate Planning, High-Level Sectors, Tourism & Hospitality, Finance, Financial Services, Traditional Investments (Liquid Assets), Alternative Investments
Preferred geographies: United States, Canada
Location: 1400 Center Road\nVenice\nFlorida\n34292\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.