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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2025
- Office Locations
- 2
Office Locations
About 71 West Capital Partners
71 West Capital Partners is a Boston-based RIA with 2 offices. The firm has been operating for 1 years. Managing $5.5B in total assets under management, with 8 advisory representatives. They custody assets with Pershing.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 173 clients, or 21.6 clients per representative. That equates to $31.8M in reported AUM per client.
The profile lists 2 reported office locations and 1 years in operation. The source data was last updated on June 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full 71 West Capital Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Denis JAMES Cleary III
Chief Executive Officer
- CRD
- #5267700
- Ownership
- Less than 5%
ABIGAIL HARRIS
Chief Compliance Officer
- CRD
- #5946429
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTOPHER STEVEN CARBONE
--
- CRD
- #6709706
William Harvey Corman
--
- CRD
- #7329839
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,505,194,061 | $31,821,931 |
| Non-Discretionary | $0 | -- |
| Total | $5,505,194,061 | $31,821,931 |
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Separately Managed Accounts
SMA allocation detail is available
71 West Capital Partners has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
71 West Capital Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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