71 West Capital Partners
Boston, MA·SEC-registered · CRD #338756
71 West Capital Partners is an SEC-registered investment advisory firm in Boston, MA managing $5.5B across 173 client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.5B
Client accounts
173
Advisory staff
8
Fee model
Fee-only
How 71 West Capital Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about 71 West Capital Partners
How much does 71 West Capital Partners manage?
Per its most recent SEC Form ADV filing (06/18/2026), 71 West Capital Partners reports $5.5B in regulatory assets under management across roughly 173 client accounts.
How does 71 West Capital Partners charge?
71 West Capital Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is 71 West Capital Partners a fiduciary?
Yes. 71 West Capital Partners is registered with the U.S. Securities and Exchange Commission (CRD #338756), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is 71 West Capital Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks 71 West Capital Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from 71 West Capital Partners's public SEC Form ADV filing (CRD #338756, filed 06/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of 71 West Capital Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with 71 West Capital Partners? Claim this profile.