Chief Executive Officer · 71 West Capital Partners
Denis J. Cleary
CRD 5267700 · Named on Form ADV at one SEC-registered adviser
At a glance
71 West Capital Partners, an SEC-registered wealth manager based in Boston, MA with $5.5 billion in regulatory assets, lists Denis J. Cleary on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- 71 West Capital PartnersChief Executive OfficerWealth manager · Boston, MA · $5.5B in regulatory assets
AtlasMembers
Denis’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Abigail HarrisChief Compliance Officer, 71 West Capital Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Denis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.