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Spencer Danziger

Investment adviser representative at 71 West Capital Partners
14 yearsExperience
3 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

14 years in the industry.

  1. 71 West Capital Partners, LLCNov 2025 to now
  2. UBS Financial ServicesSep 2023 to Nov 2025
  3. TIAAJun 2022 to Aug 2022
  4. Bates CollegeAug 2019 to Jun 2023
  5. Harris TeeterSep 2017 to Jun 2019
  6. Charlotte Latin SchoolAug 2012 to Aug 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 3 states (AL, 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
7803695
Firm CRD
338756
Advisor's SEC record (opens in a new tab)
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