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AdvisorCensus / Financial advisors / Massachusetts / Boston / 71 West Capital Partners

71 West Capital Partners

Boston, MASEC-registered investment adviserCRD 338756

Filed as 71 WEST CAPITAL PARTNERS · Legal name 71 West Capital Partners, LLC

71 West Capital Partners is an SEC-registered investment advisory firm in Boston, MA, registered since 2025, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 18, 2026.

0 years
registered since 2025
$5,505,194,061
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is 71 West Capital Partners compensated?

On its Form ADV (Item 5.E, October 2026), 71 West Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is 71 West Capital Partners located?

71 West Capital Partners' principal office is in Boston, MA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is 71 West Capital Partners registered with the SEC or a state?

71 West Capital Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338756.

How much does 71 West Capital Partners manage?

71 West Capital Partners reports $5,505,194,061 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary).

What types of clients does 71 West Capital Partners serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (167); individuals (other than high net worth individuals) (4); charitable organizations (2).

Which custodians does 71 West Capital Partners use?

71 West Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

Does 71 West Capital Partners report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338756

What changed in 71 West Capital Partners' recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $0 to $5,505,194,061. Employees performing advisory functions went from 12 to 8. Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated June 18, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$5,505,194,061

$5,505,194,061 as of October 2026, filing dated June 18, 2026.

Discretionary: $5,505,194,061.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 4 Assets $666,156 (0%)
High net worth individuals
Clients 167 Assets $5,465,382,180 (99%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 2 Assets $39,145,725 (1%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
71 West Capital Partners, LLC
Also doing business as
71 WEST CAPITAL PARTNERS
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (0 years)
Employees
Total: 10. Performing investment advisory functions: 8.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the July 2026 filing
El Segundo, CA
States registered or notice-filed
53 states or jurisdictions
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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $0 to $5,505,194,061.
    • Employees performing advisory functions went from 12 to 8.
    • Updated its list of owners and control persons (Schedule A).
  2. December 2025
    • Newly registered with the SEC.
    • Added an office in El Segundo, CA.
    • Updated its list of owners and control persons (Schedule A).
  3. November 2025
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
71westcapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. 71 West Capital Partners (CRD 338756): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/71-west-capital-partners-boston-ma-338756