Denis James Cleary
Investment adviser representative at 71 West Capital Partners
20 yearsExperience
4 statesRegistered in
$5.5BFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- 71 West Capital Partners, LLCNov 2025 to now
- UBS Financial Services Inc.May 2020 to Nov 2025
- Goldman, Sachs & Co.Dec 2006 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 4 states (AL, CA, MA, TX).
71 West Capital Partners
Legal name: 71 West Capital Partners, LLC
$5.5BAssets managed
173Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5267700
- Firm CRD
- 338756