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| Happy Holidays!! thanks for using AUM13F!! |
| 17 Capital Partners LLC
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| CRD # | 283013 |
| SEC # | 801-120928 |
| CIK # | 0001727407 |
| AUM | $212.2 M (2025-06-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 602-718-1177 |
| Address | 4417 N 40th Street Phoenix, AZ 85018 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001727407 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 32.5 | ||
| Microsoft Corp | 4.4 | ||
| Alphabet Inc | 3.8 | ||
| Parker Hannifin Corp | 3.1 | ||
| Netflix Inc | 2.8 | ||
| Corteva Inc | 2.4 | ||
| Uber Technologies Inc | 2.4 | ||
| Capital One Financial Corp | 2.2 | ||
| Alphabet Inc | 2.0 | ||
| Amazon Com Inc | 1.9 | ||
| Nvidia Corp | 1.9 | ||
| Ameriprise Financial Inc | 1.9 | ||
| Sony Corp | 1.7 | ||
| Apple Inc | 1.7 | ||
| Martin Marietta Materials Inc | 1.7 | ||
| Ecolab Inc | 1.6 | ||
| Qualcomm Inc/DE | 1.5 | ||
| Lennar Corp /New/ | 1.5 | ||
| Adobe Systems Inc | 1.5 | ||
| Taser International Inc | 1.4 | ||
| General Dynamics Corp | 1.4 | ||
| Amgen Inc | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 19.2 |
| (b) Individuals (high net worth individuals) | 32 | 186.8 |
| (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 | 21 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 7 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 323 | 212.2 |
| By Discretionary | ||
| Discretionary | 321 | 204.7 |
| Non-Discretionary | 2 | 7.5 |
| Total | 323 | 212.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.2 | |
| Total | 323 | 212.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001727407] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Holland Group Retirement Wealth Advisors LLC
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FL | 0.2 |
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Strategic Retirement Advisors LLC
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CA | 0.2 |
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Kiplinger Investment Advisors LLC
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OH | 0.2 |
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Sierra Pacific Financial Advisors LLC
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CA | 0.2 |
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Horizon Financial Services LLC
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NC | 0.2 |
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Carolina Financial Advisors Inc
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NC | 0.2 |
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CGI Plan Advisors Inc
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PA | 0.2 |
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Wealthway Financial Advisors
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VA | 0.2 |
|
Five Talents Financial Management Group LLC
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|
IA | 0.2 |
|
MUNN Wealth Management LLC
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|
OH | 0.2 |