Caldwell Trust Company
Multi family office in Sarasota, United States, founded 1993; reported AUM $1.5B; focus on real estate.
Identity
- HEADQUARTERS
- Sarasota, United States
- OFFICES
- Venice, FL · Vero Beach, FL
- FOUNDED
- 1993
- AUM
- $1.5B (2026)
Investment approach
- SECTORS
- Real Estate & PropTech
Overview
This multi family office is based in Sarasota, United States; it was founded in 1993. Its reported assets under management are $1.5B (2026); listed sector interests include real estate. Other offices: Venice, FL; Vero Beach, FL; 3 people are named on its team.
People
- R. Kelly Caldwell Jr.CEO, President, and Chairman of the Board · source
- Roland G. CaldwellFounder · source
- Melissa CaldwellBoard Member · source
Frequently asked questions
Caldwell Trust Company is a multi family office based in Sarasota, the United States, founded in 1993.
Caldwell Trust Company does not publicly state whether it puts its own money into companies or invests through funds.
Caldwell Trust Company invests in Real Estate & PropTech.
Key people at Caldwell Trust Company include R. Kelly Caldwell Jr. (CEO, President, and Chairman of the Board), Roland G. Caldwell (Founder) and Melissa Caldwell (Board Member).