Caldwell Sutter Capital Revenue
Investment Management • 
Sausalito, California, United States • 11-20 Employees
Caldwell Sutter Capital revenue & valuation
| Annual revenue | $27,700,000 |
| Revenue per employee | $1,726,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $88,400,000 |
| Total funding | No funding |
Key Contacts at Caldwell Sutter Capital
Sean Tuohy
Managing Director: Fixed Income Trading
Russell Goings
Managing Director
Christopher Maloy
Managing Director
Kathleen Helmer
Managing Director
Susan Metcalf
Managing Director & Head Of Municipal Research
Frank Soriano
Sr. Managing Director
Company overview
| Headquarters | 30 Liberty Ship Way, Sausalito, California 94965, US |
| Phone number | +14159622526 |
| Website | |
| NAICS | 5231 |
| Founded | 1982 |
| Employees | 11-20 |
| Socials |
Caldwell Sutter Capital Email Formats
Caldwell Sutter Capital uses 5 email formats. The most common is {first initial} (e.g., j@cald.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cald.com | 50% |
{first initial}.{last name} | j.doe@cald.com | 33.3% |
{first name} | john@cald.com | 5.6% |
{first name}.{last name} | john.doe@cald.com | 5.6% |
{last name} | doe@cald.com | 5.6% |
About Caldwell Sutter Capital
Caldwell Sutter Capital Inc., formerly Caldwell Securities, Inc. opened for business in 1982, over 35 years ago. We are an employee owned investment advisory firm and independent full-service broker dealer serving the wealth management needs of individuals, families, and institutions with a focus on long term capital appreciation and preservation.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Caldwell Sutter Capital has 9 employees across 3 departments.
Departments
Number of employees
Funding Data
Caldwell Sutter Capital has never raised funding before.
Caldwell Sutter Capital Tech Stack
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Frequently asked questions
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