{
  "crd_number": 283013,
  "slug": "17-capital-partners-llc-phoenix-az-283013",
  "primary_business_name": "17 CAPITAL PARTNERS, LLC",
  "legal_name": "17 CAPITAL PARTNERS, LLC",
  "dbas": [
    "PEARL CAPITAL MANAGEMENT"
  ],
  "city": "Phoenix",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-23",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 246415209.0,
  "raum_discretionary": 240418060.0,
  "raum_non_discretionary": 5997149.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 3279581.0,
      "count": 5
    },
    "individuals": {
      "raum": 28008342.0,
      "count": 89
    },
    "pension_profit_sharing": {
      "raum": 4365446.0,
      "count": 35
    },
    "high_net_worth_individuals": {
      "raum": 207411932.0,
      "count": 39
    },
    "corporations_other_businesses": {
      "raum": 3349908.0,
      "count": 22
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "IA",
    "MI",
    "NE",
    "NH",
    "TX"
  ],
  "websites": [
    "https://17capitalpartners.com",
    "https://facebook.com/PEARLCAPITALMANAGEMENT",
    "https://instagram.com/jennabiancavilla",
    "https://instagram.com/pearlcapitalmanagement",
    "https://jennabiancavilla.com",
    "https://linkedin.com/COMPANY/PEARLCAPITALMANAGEMENT",
    "https://linkedin.com/IN/PEARL-CAPITAL-MANAGEMENT-060294123",
    "https://linkedin.com/in/jennabiancavilla",
    "https://pearlcapitalmanagement.biz",
    "https://pearlcapitalmanagement.co",
    "https://pearlcapitalmanagement.com",
    "https://pearlcapitalmanagement.info",
    "https://pearlcapitalmanagement.net",
    "https://pearlcapitalmanagement.org",
    "https://pinterest.com/PearlCapitalManagement",
    "https://thepearlcapital.com",
    "https://thepearlcapital.info",
    "https://thepearlcapital.net",
    "https://thepearlcapital.org",
    "https://twitter.com/THEPEARLCAPITAL",
    "https://youtube.com/@pearlcapitalmanagement2818"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283013",
  "city_as_filed": "PHOENIX",
  "url": "https://advisorcensus.com/firm/17-capital-partners-llc-phoenix-az-283013",
  "display_name": "17 Capital Partners, LLC",
  "summary": "17 Capital Partners, LLC is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. 17 Capital Partners, LLC (CRD 283013): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is 17 Capital Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 17 Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is 17 Capital Partners, LLC located?",
      "a": "17 Capital Partners, LLC's principal office is in Phoenix, AZ, according to its Form ADV."
    },
    {
      "q": "Is 17 Capital Partners, LLC registered with the SEC or a state?",
      "a": "17 Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 283013."
    },
    {
      "q": "How much does 17 Capital Partners, LLC manage?",
      "a": "17 Capital Partners, LLC reports $246,415,209 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (98% discretionary)."
    },
    {
      "q": "How have 17 Capital Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for 17 Capital Partners, LLC: Regulatory assets under management: $141,177,415 in the October 2021 data and $246,415,209 in the October 2026 data, up 75%. Total employees: 1 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 17 Capital Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (39); pension and profit sharing plans (but not the plan participants or government pension plans) (35)."
    },
    {
      "q": "Which custodians does 17 Capital Partners, LLC use?",
      "a": "17 Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 17 Capital Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283013"
    },
    {
      "q": "Does 17 Capital Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"17 Capital Partners imposes a minimum AUM of $250,000 for our Investment Management Services. However, this AUM minimum may be waived at the firm’s discretion.\""
    },
    {
      "q": "What changed in 17 Capital Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $212,155,760 to $246,415,209 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 141177415.0,
      "total_employees": 1,
      "filing_date": "2021-07-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 132068628.0,
      "total_employees": 1,
      "filing_date": "2022-05-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 129223386.0,
      "total_employees": 1,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 184847473.0,
      "total_employees": 2,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 212155760.0,
      "total_employees": 3,
      "filing_date": "2025-06-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 246415209.0,
      "total_employees": 7,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $212,155,760 to $246,415,209 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "17 Capital Partners imposes a minimum AUM of $250,000 for our Investment Management Services. However, this AUM minimum may be waived at the firm’s discretion."
        ]
      }
    ],
    "quotes": [
      "17 Capital Partners imposes a minimum AUM of $250,000 for our Investment Management Services. However, this AUM minimum may be waived at the firm’s discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "RBC Capital Markets, LLC",
      "name_as_filed": "RBC CAPITAL MARKETS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/17-capital-partners-llc-phoenix-az-283013.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 89,
      "fewer_than_5": false,
      "raum": 28008342.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 39,
      "fewer_than_5": false,
      "raum": 207411932.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 4365446.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 3279581.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 22,
      "fewer_than_5": false,
      "raum": 3349908.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283013",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}