71 West Capital Partners
TL;DR
Private wealth manager led by founding partners Denis Cleary and Greg Devine, with Boston and Los Angeles offices, offering portfolio construction, tax and estate planning and lending to ultra-high-net-worth families.
$5.5 billion
Regulatory AUM
As of ADV filing 2026-06-18
173
Accounts / Clients
171 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
10
Team Size
employees, 8 advisory
1 yrs
Years Registered
First registered 2025
About 71 West Capital Partners
Private wealth manager led by founding partners Denis Cleary and Greg Devine, with Boston and Los Angeles offices, offering portfolio construction, tax and estate planning and lending to ultra-high-net-worth families.
Office: One Post Office Square, 22nd Floor, Boston, MA 02109.
Best for: Ultra-high-net-worth families wanting wrap-fee portfolios with tax and estate coordination
Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD338756
RegistrationSEC-registered
First registration2025
Regulatory AUM$5.5 billion
ADV filing date2026-06-18
Accounts173
Clients171 individual and high-net-worth clients
Employees10
Advisory employees8
Fee modelBlended wrap fee of 0.30% to 1.00% of assets covering advice and trading
MinimumNo account requirements imposed in the wrap brochure; site targets ultra-high-net-worth
Disclosure events (Item 11)0
DesignationsNone named on site or in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 338756, as of ADV filing 2026-06-18, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Boston, MA (2026): rank 6 of 10
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