7
$5.5B Total AUM
$5.5B Disc. AUM
-- 3Y CAGR
10 Employees
173 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- HarborZenith horizon +more
- Established Date
- 09-01-2025
- Office Locations
- 2
Office Locations
1 Post Office Square Suite 2200 Boston MA
880 Apollo Street Suite 237 EL Segundo CA
About 71 West Capital Partners
71 West Capital Partners is a Boston-based RIA with 2 offices. The firm has been operating for 0 years. Managing $5.5B in total assets under management, with 8 advisory representatives. They custody assets with Pershing. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
25 AVG AGE
$688.1M AVG AUM / ADVISOR
$31.8M AVG AUM / CLIENT
0.4 yrs AVG TENURE
10 Employees
8 Advisory Reps
6 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Prime Frontier Ridge timber Crest wave Element foundation Delta alpha Ember prime Insight
Client Personas
Bridge harbor
Custodian
Alpha meridian
Investment Themes
Fusion Capital atlas
Investment Vehicles
Vertex Glacier ridge
Services
Wave Summit atlas Beacon Fusion Capital Focus fusion Radial legacy
Technology
Momentum pathway Alpha delta Eagle
Owner & Executives
D
Denis JAMES Cleary III
Chief Executive Officer
- CRD
- #5267700
- Ownership
- Less than 5%
(531) 866-7807
beacon.value@summitcapital.com
in linkedin.com/in/ridge-atlas
A
ABIGAIL HARRIS
Chief Compliance Officer
- CRD
- #5946429
- Ownership
- Less than 5%
(864) 807-7276
momentum.oak@timbercapital.com
in linkedin.com/in/radial-ridge
Showing 2 of 2 owners & executives
Unlock allContacts
CHRISTOPHER STEVEN CARBONE
--
- CRD
- #6709706
(329) 850-7907
oak.catalyst@catalystcapital.com
in linkedin.com/in/eagle-fusion
W
William Harvey Corman
--
- CRD
- #7329839
(205) 507-1861
atlas.legacy@elementcapital.com
in linkedin.com/in/fusion-unison
Q
Quantum horizon
Catalyst glacier foundation
- CRD
- #10059
(431) 976-7075
ember.pioneer@pathwaycapital.com
in linkedin.com/in/horizon-optima
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $5,505,194,061
Equity - Exchange:
12.7% Municipal Bonds:
13.3% Corporate - Investment Grade:
21.8% Equity - OTC:
16.3% Derivatives:
8.9% Other:
9.7% Cash:
17.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $86,692,105 | 12.7% |
| Municipal Bonds | $90,787,795 | 13.3% |
| Corporate - Investment Grade | $148,810,071 | 21.8% |
| Equity - OTC | $111,266,245 | 16.3% |
| Derivatives | $60,752,735 | 8.9% |
| Other | $66,213,655 | 9.7% |
| Cash | $118,092,397 | 17.3% |
| Total | $682,615,003 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION ZENITH | NORTH PEAK | UV3RIAFJZ | SMHHS | 2.19% | $54,840,231 |
| MERIDIAN PRIME ZENITH | FOUNDATION ATLAS | 5BPNNUTLA | XOWT | 8.99% | $48,609,556 |
| CREST CAPITAL SIGNAL | PATHWAY FRONTIER | VYVJARE8S | QFF | 5.25% | $6,126,244 |
| FUSION MATRIX DELTA | PEAK VECTOR | W48EMD94M | KRI | 12.37% | $68,780,784 |
| GLACIER UNISON | WAVE ELEMENT | SEI1IKC2J | DAFNF | 4.38% | $18,995,355 |
| UNISON FRONTIER | FOCUS FRONTIER | 6ITTW5ODN | QZGX | 1.85% | $92,856,370 |
| HARBOR RIDGE LEGACY | MOMENTUM UNISON | M288YYKQ1 | HBCL | 12.33% | $68,094,591 |
| VALUE VITAL ALPHA | FOUNDATION CATALYST | F3U2CJFRN | OAH | 4.90% | $50,897,492 |