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71 WEST CAPITAL PARTNERS
Legal name: 71 WEST CAPITAL PARTNERS, LLC
CRD 338756File 801-134535
APPROVED
Retail clients
Custody
Filing as of Jun 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.51B
Top 25% of cohort (national)
Discretionary AUM
$5.51B
Clients
173
173 accounts
Employees
10
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 14, 2025
- Principal office
- 1 POST OFFICE SQUARE, SUITE 2200, BOSTON, MA, 02109
- Phone
- 617-885-8090
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.51B
- Discretionary AUM
- $5.51B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 173
- Non-discretionary accounts
- 0
- Total accounts
- 173
- AUM per client
- $31.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $39.1M |
| High net worth individuals | 167 | $5.47B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $666K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Registration | APPROVED-120 | APPROVED | |
| Apr 1, 2026 | Employees | 12 | 10 | decreased by2 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | AUM | $0 | $5,505,194,061 | increased by$5,505,194,061 |
| Apr 1, 2026 | Accounts | 0 | 173 | increased by173 |
| Dec 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “71 WEST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“71 WEST” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.