TORO WEST CAPITAL ADVISORS
SEC RegisteredSome wealth firms date back 100 years. We think 100 years forward.
About the firm
Toro West Capital Advisors LLC is an SEC registered investment advisor based in Denver and Boulder, serving nationwide clients. The firm offers private wealth management, tax strategy, liquidity and exit planning, and family office consulting services. Its forward-thinking and independent approach is designed to foster deep trust and confidence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private wealth management, liquidity and exit and business sale planning, tax strategy, public and private investments, trust and estate and philanthropic planning, advanced performance reporting, credit and lending and cash management, family office consulting services, and concentrated position management.
Who they serve
CEOs and founders, private equity and venture capital partners, entrepreneurs, and real estate families managing to liquidity.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4 | $2.7M |
| High Net Worth Individuals | 17 | $243M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10,000,000 | 0.95% |
| Next $20,000,000 | 0.85% |
| Next $20,000,000 | 0.75% |
| Amount over $50,000,000 | 0.65% |
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TORO WEST CAPITAL ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.