71 West Capital Partners
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 338756
- Registered since
- November 14, 2025
- Website
- www.71westcapital.com
- 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 LLC is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth and institutional clients. The firm is SEC-registered (registration year 2025) and structures client fees as a combination of a percentage of assets under management and performance-based fees. Its advisory work centers on portfolio management for individuals and small businesses and on selecting outside managers, signaling a hybrid model of direct portfolio management plus third-party manager selection. The firm reports it is not 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$2.3B in ETFs
100%
$2.3B
0%
$6.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $440M | 3,510,389 | 19.41% |
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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