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 registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm positions itself as a capital allocator for both individual/family clients and institutional investors, providing discretionary portfolio management for individuals and small businesses and selecting external managers where appropriate. Its fee model combines a percentage of assets under management with performance-based fees, and ownership is held by a mix of a domestic entity and an individual. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 62Active vs passive
$2.2B in ETFs
100%
$2.2B
0%
$6.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $435M | 3,504,688 | 19.68% |
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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