71 West Capital Partners, Llc
SEC-registered
Multi-Family Office · Mid-sized ($1B–$10B)
CRD 338756
· SEC file 801-134535
· Boston, MA
· WWW.71WESTCAPITAL.COM
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ADV data as of Jun 18, 2026
- Regulatory AUM
- $5.5B
- Discretionary
- $5.5B
- Clients
- 173
- Avg AUM / client
- $31.8M
- Accounts
- 173
- Employees
- 10
AUM over time
$0
$5.5B
Sep 2025
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $666K | 0.01% |
| High net worth individuals | 167 | $5.5B | 99.3% |
| Charitable organizations | 2 | $39.1M | 0.71% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Denis James Cleary | Registered representative | Nov 2025 (1y) | ||
| Gregory Matthew Devine | Registered representative | Nov 2025 (1y) | ||
| Spencer Danziger | Registered representative | Nov 2025 (1y) | ||
| Christopher Steven Carbone | Registered representative | Nov 2025 (1y) | ||
| Matthew Klarman Kirshner | Registered representative | Nov 2025 (1y) | ||
| William Harvey Corman | Registered representative | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 961 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Pershing $5.5B (99% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗