Overview
Assets Under Management: $5.5 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 167
Average Client Assets: $32.7 million
Frequently Asked Questions
71 WEST CAPITAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338756), 71 WEST CAPITAL PARTNERS is subject to fiduciary duty under federal law.
71 WEST CAPITAL PARTNERS is headquartered in BOSTON, MA.
71 WEST CAPITAL PARTNERS serves 167 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, 71 WEST CAPITAL PARTNERS offers portfolio management for individuals and selection of other advisors. View all service details ↓
71 WEST CAPITAL PARTNERS manages $5.5 billion in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, 71 WEST CAPITAL PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 167
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.28%
Average Client Assets: $32.7 million
Total Client Accounts: 173
Discretionary Accounts: 173
Regulatory Filings
CRD Number: 338756
Filing ID: 2072056
Last Filing Date: 2026-03-12 21:48:14