SourcingSourcing

71 WEST CAPITAL PARTNERS, LLC

C39
CRD 338756·SEC 801-134535·BOSTON, MA
AUM
$5.51B
$1B+
Est. Revenue
$55.1M
@ 1% on AUM
Est. EBITDA
$16.5M
@ 30% margin
Est. Deal Value
$132.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
71 WEST CAPITAL PARTNERS, LLC
CRD
338756
SEC file #
801-134535
EIN
—
DBA names
71 West Capital Partners

Economics

AUM
$5.51B
AUM band
$1B+
AUM trajectory
—
Client mix
Individuals High Net Worth167
Individuals Other4
Charitable Organizations2

Operations

Employees (total)
10
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
12 advisors → 8 advisors▼ -33%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
71westcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE SARGENT TRUST
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
THE SARGENT TRUST
THE DEVINE LIVING TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
71WESTCAPITAL.COM
Rdap Domain Creation Date
2025-07-01T21:57:33Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-01T21:57:33Z
Rdap Domain Last Changed
2025-11-14T03:46:14Z
Rdap Nameservers
Ns51.domaincontrol.comNs52.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (7)

7
Cleary, Denis, JAMES
IAR · Executive Officer · 2.5%
5267700
ABIGAIL HARRIS
Executive Officer · 2.5%
5946429
Matthew Klarman Kirshner
IAR
7507064
Spencer Danziger
IAR
7803695
William Harvey Corman
IAR
7329839
GREGORY MATTHEW DEVINE
IAR
4858414
CHRISTOPHER STEVEN CARBONE
IAR
6709706