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| 17 Capital Partners LLC
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|---|---|
| CRD # | 283013 |
| SEC # | 801-120928 |
| CIK # | 0001727407 |
| AUM | $246.4 M (2026-03-31) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 602-718-1177 |
| Address | 4417 N 40th Street Phoenix, AZ 85018 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 25.2 | ||
| Alphabet Inc | 5.9 | ||
| Microsoft Corp | 4.4 | ||
| Alphabet Inc | 3.2 | ||
| Apple Inc | 3.0 | ||
| Parker Hannifin Corp | 2.8 | ||
| Corteva Inc | 2.5 | ||
| Nvidia Corp | 2.3 | ||
| Capital One Financial Corp | 1.9 | ||
| Amgen Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 28.0 |
| (b) Individuals (high net worth individuals) | 39 | 207.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 4.4 |
| (h) Charitable organizations | 5 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 416 | 246.4 |
| By Discretionary | ||
| Discretionary | 414 | 240.4 |
| Non-Discretionary | 2 | 6.0 |
| Total | 416 | 246.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.4 | |
| Total | 416 | 246.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001727407] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KBC Holdings LLC
✚
|
0.2 | |
|
Aegis Wealth Group LLC
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|
UT | 0.2 |
|
Eudaimonia Asset Management LLC
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TN | 0.2 |
|
Tenet Wealth Partners LLC
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IL | 0.2 |
|
Sierra Pacific Private Wealth LLC
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CA | 0.2 |
|
Wealthway Financial Advisors
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VA | 0.2 |
|
Legacy Solutions LLC
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|
PA | 0.2 |
|
Rinaldi Wealth Management Inc
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|
FL | 0.2 |
|
Retirewise Tax and Wealth Advisors Inc
✚
|
KS | 0.2 |
|
210 Wealth Management Inc
✚
|
IL | 0.2 |