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17 Capital Partners, LLC

17 Capital Partners, LLC. CRD 283013

17 Capital Partners, LLC logo

CRD: 283013

17 Capital Partners, LLC

Phoenix, AZ, 85018
6027181177
$246.4M Total AUM
$240.4M Disc. AUM
20.0% 3Y CAGR
7 Employees
192 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
RBC
Clients
Retail and Institutional
Platforms
Glacier
Established Date
03-30-2016
Office Locations
1

Office Locations

4417 N. 40th Street Suite 300 Phoenix AZ

About 17 Capital Partners, LLC

17 Capital Partners is an invitation-only wealth management firm serving a select group of high-net-worth individuals. It provides bespoke investment management and personalized financial solutions tailored to each client’s goals and risk tolerance, with an emphasis on legacy preservation. Client portfolios are predominantly ETF-based, and the firm custodies with RBC—an exclusive, curated model for distribution partners.

Team overview

36 AVG AGE
$82.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Peak unison Ember insight Horizon Optima wave Value radial Ridge

Client Personas

Prime bridge Oak

Custodian

Crest Delta Vital Momentum Prime

Fund Managers

Bridge

Investment Themes

Insight Optima Beacon

Investment Vehicles

Ridge fusion Summit

Services

Glacier Beacon Ridge Crest Pioneer Atlas timber Fusion Pioneer eagle Horizon bridge Vertex Insight zenith

Technology

Summit focus

Owner & Executives

JENNA LUCILLE BIANCAVILLA

JENNA LUCILLE BIANCAVILLA

Branch Manager & Senior Loan Originator, Co-Founder, Principal

CRD
#5734217
Ownership
75% or more
(614) 743-7843
timber.capital@matrixcapital.com
in linkedin.com/in/north-capital

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Contacts

SHYLA TRAVA BASSEY

SHYLA TRAVA BASSEY

--

CRD
#6983805
(205) 638-6102
ridge.ember@frontiercapital.com
in linkedin.com/in/summit-ridge
TERESA ELIZABETH MILNER

TERESA ELIZABETH MILNER

--

CRD
#5599444
(365) 789-3882
peak.quantum@horizoncapital.com
in linkedin.com/in/optima-unison

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-17-2022
10-13-2023
03-29-2024
12-17-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $240,418,060 $580,720
Non-Discretionary $5,997,149 $2,998,575
Total $246,415,209 $592,344

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Separately Managed Accounts

Total SMA Asset: $246,415,209

$246.4M Total SMA
Equity - Exchange:
23.1%
Public Funds:
14.7%
Cash:
11.6%
Equity - OTC:
18.3%
U.S. Government/Agency:
32.3%
Asset class Assets Assets %
Equity - Exchange $1,962,006,467 23.1%
Public Funds $1,248,549,570 14.7%
Cash $985,250,001 11.6%
Equity - OTC $1,554,316,811 18.3%
U.S. Government/Agency $2,743,411,639 32.3%
Total $8,493,534,488 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
MOMENTUM UNISON RADIAL RIDGE LFJ6VNO6I MPQO 10.28% $98,658,273
OAK RADIAL WAVE GLACIER X4HZC5B2I ODLW 2.64% $92,784,517
DELTA VERTEX UNISON FOCUS ELEMENT LOAKV2CUM BSA 10.06% $44,406,470
HARBOR ELEMENT PEAK HARBOR MERIDIAN XQ0W84ZG2 KGHF 11.91% $118,925,781
FOCUS FOCUS NORTH PRIME BCVC7ZHVF DGVG 5.38% $22,713,215
HARBOR HARBOR PATHWAY BEACON MERIDIAN 6LIDVPOG3 YZOZ 2.71% $99,667,268
ALPHA PATHWAY GLACIER RADIAL RRNGCXL2K KLWYN 8.86% $74,547,849
FUSION OPTIMA PEAK ATLAS 0IMG93QSI EZVK 8.02% $53,023,758

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