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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 Aug 17, 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 typeClientsAUM
Charitable organizationsFewer than 5$39.1M
High net worth individuals167$5.47B
Individuals (other than high net worth individuals)Fewer than 5$666K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.