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71 West Capital Partners

% of assets managed in Boston, MA

SEC registeredNo commissions reported

Call (617) 885-8090Send a messageMap ↗

Public-record details

Address
1 Post Office Square, Suite 2200, Boston, MA 02109
Phone
(617) 885-8090
Listed under
% of assets managed
Legal name
71 West Capital Partners, LLC
CRD number
338756
Registration
SEC registered since 2025-11-14
Compensation (Form ADV 5.E)
Percentage of assets under management; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$5.5 billion
Accounts managed
173
Clients reported (Form ADV 5.D)
173
Individual / high-net-worth clients
4 / 167
Employees
10
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-06-18

SEC registered investment adviser, CRD 338756, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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