Provided by Convergence Inc.
Institutional intelligence for the asset management industry

71 WEST CAPITAL PARTNERS

Business and Investment Profile

The 71 WEST CAPITAL PARTNERS is a privately held investment adviser that advises $5.51Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. 71 WEST CAPITAL PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 0.71 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1 POST OFFICE SQUARE SUITE 2200, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 10 employees comprised of 8 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $5.51Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $5.47Bn or 99.28% of Total Assets and Charitable Organizations own $39.15mn or 0.71% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

71 WEST CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: 71 WEST CAPITAL PARTNERS

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: 71 West Capital Partners
Generated 2026-09-12T06:48:18.3060865.  © 2026 Convergence.