71 West Capital Partners
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 338756
- Registered since
- November 14, 2025
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI99.28%
- Charitable Organizations0.71%
- Individuals0.01%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
71 West Capital Partners is an independent, SEC-registered investment adviser organized as an LLC and positioned as a capital allocator for both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses and also performs selection of other advisers, indicating a multi-manager approach to some client mandates. Its fee structure combines a percentage-of-AUM component with performance-based fees. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- State & Local Bonds16%
- Investment Grade Corp Bonds13%
- Non-Exchange Traded Equities9%
- Derivatives6%
Owners & executives
1 of 1
Denis Cleary
Chief Executive OfficerCRD 5267700
Contacts
3 of 6
Christopher Carbone
Sr. AssociateCRD 6709706
Spencer Danziger
Client Service AssociateCRD 7803695
Matthew Kirshner
Financial AdvisorCRD 7507064
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$1.8B in ETFs
100%
$1.8B
0%
$7.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $375M | 879,787 | 20.96% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Post Office Sq
- Time zone
- ET (UTC-5)
- Office locations
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