# 71 West Capital Partners

> 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.

- CRD: 338756
- Filed as: 71 WEST CAPITAL PARTNERS
- Legal name: 71 West Capital Partners, LLC
- Also doing business as: 71 WEST CAPITAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338756
- AdvisorCensus page: https://advisorcensus.com/firm/71-west-capital-partners-boston-ma-338756

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $5,505,194,061
- Discretionary: $5,505,194,061
- Non-discretionary: $0

### Clients (Item 5.D)

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

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- El Segundo, CA

### Websites listed on Form ADV (Item 1.I)
- 71westcapital.com
- LinkedIn @71-west-capital-partners

## Changes in the filing (last 12 months)

### 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).

### December 2025
- Newly registered with the SEC.
- Added an office in El Segundo, CA.
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 71 West Capital Partners (CRD 338756): Form ADV filing data as of October 2026.