17 CAPITAL PARTNERS, LLC
Adviser information for 17 CAPITAL PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 271 | $175.4M |
| Non-Discretionary | 2 | $9.5M |
| Total | 273 | $184.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 50 | $18.4M |
| HNW Individuals | 32 | $162.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 12 | $1.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 8 | $2.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
4417 N. 40TH STREETSUITE 300
PHOENIX
AZ
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: (602) 718-1177, Fax: (602) 718-1177
Websites
www.17capitalpartners.com
www.linkedin.com/company/pearlcapitalmanagement
www.jennabiancavilla.com
www.thepearlcapital.org
www.pearlcapitalmanagement.com
www.thepearlcapital.com
www.pearlcapitalmanagement.info
www.pearlcapitalmanagement.org
www.pearlcapitalmanagement.net
www.pearlcapitalmanagement.biz
www.pearlcapitalmanagement.co
www.thepearlcapital.info
www.instagram.com/jennabiancavilla/
www.thepearlcapital.net
www.facebook.com/pearlcapitalmanagement/
www.linkedin.com/in/pearl-capital-management-060294123/
twitter.com/thepearlcapital
www.linkedin.com/in/jennabiancavilla/
Chief Compliance Officer
JENNA BIANCAVILLA
MANAGING PARTNER
4417 N. 40TH STREET
SUITE 300
PHOENIX
AZ
United States
Tel:
(602) 718-1177
Fax:
(602) 718-1177
J****@********************M
(Full email address available in API data)
Industry Affiliates
| SVVY | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BIANCAVILLA, JENNA, LUCILLE | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 02/2016 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ADOBE INC | COM | 2M | 4K | – |
| ADVANCED MICRO DEVICES INC | COM | 393K | 2K | – |
| ALCON AG | ORD SHS | 1M | 15K | – |
| ALPHABET INC | CAP STK CL C | 851K | 5K | – |
| ALPHABET INC | CAP STK CL A | 3M | 19K | – |
| AMAZON COM INC | COM | 2M | 10K | – |
| AMERICAN EXPRESS CO | COM | 317K | 1K | – |
| AMERICAN INTL GROUP INC | COM NEW | 1M | 17K | – |
| AMERICAN WTR WKS CO INC NEW | COM | 1M | 9K | – |
| AMERIPRISE FINL INC | COM | 2M | 5K | – |
| AMGEN INC | COM | 2M | 6K | – |
| ANSYS INC | COM | 2M | 5K | – |
| APPLE INC | COM | 2M | 8K | – |
| ARK ETF TR | NEXT GNRTN INTER | 263K | 3K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 205K | 200 | – |
| ATMOS ENERGY CORP | COM | 1M | 10K | – |
| AUTODESK INC | COM | 1M | 6K | – |
| AXON ENTERPRISE INC | COM | 812K | 3K | – |
| BANK MONTREAL MEDIUM | NT LKD 38 | 289K | 6K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 358K | 881 | – |
| BLACKSTONE INC | COM | 1M | 9K | – |
| BRIGHTCOVE INC | COM | 33K | 14K | – |
| CAPITAL ONE FINL CORP | COM | 2M | 12K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 868K | 14K | – |
| COCA COLA CO | COM | 1M | 22K | – |
| COMMERCE BANCSHARES INC | COM | 614K | 11K | – |
| CONSTELLATION BRANDS INC | CL A | 1M | 5K | – |
| CORPAY INC | COM SHS | 581K | 2K | – |
| CORTEVA INC | COM | 2M | 34K | – |
| COSTAR GROUP INC | COM | 408K | 6K | – |
| COTERRA ENERGY INC | COM | 1M | 47K | – |
| CROWDSTRIKE HLDGS INC | CL A | 946K | 2K | – |
| CULLEN FROST BANKERS INC | COM | 815K | 8K | – |
| DANAHER CORPORATION | COM | 2M | 6K | – |
| DEXCOM INC | COM | 803K | 7K | – |
| ECOLAB INC | COM | 2M | 7K | – |
| EQUITY LIFESTYLE PPTYS INC | COM | 871K | 13K | – |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 332K | 8K | – |
| FIDELITY COVINGTON TRUST | STOCK FOR INFL | 213K | 5K | – |
| FISERV INC | COM | 784K | 5K | – |
| GENERAL DYNAMICS CORP | COM | 2M | 6K | – |
| GLOBANT S A | COM | 616K | 3K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 315K | 3K | – |
| HAGERTY INC | CL A COM | 520K | 50K | – |
| HOME DEPOT INC | COM | 267K | 775 | – |
| HONEYWELL INTL INC | COM | 1M | 6K | – |
| IDEXX LABS INC | COM | 369K | 758 | – |
| INTUIT | COM | 465K | 708 | – |
| INTUITIVE SURGICAL INC | COM NEW | 972K | 2K | – |
| INVESCO EXCH TRADED FD TR II | INTL CORP BD | 453K | 21K | – |
| INVESCO QQQ TR | UNIT SER 1 | 971K | 2K | – |
| ISHARES INC | CORE MSCI EMKT | 507K | 9K | – |
| ISHARES TR | CORE S&P500 ETF | 1M | 2K | – |
| ISHARES TR | S&P 500 GRWT ETF | 3M | 34K | – |
| ISHARES TR | S&P 500 VAL ETF | 1M | 7K | – |
| ISHARES TR | RUS MD CP GR ETF | 231K | 2K | – |
| ISHARES TR | ISHARES SEMICDTR | 254K | 1K | – |
| ISHARES TR | RUS 1000 GRW ETF | 1M | 3K | – |
| ISHARES TR | RUS 1000 ETF | 1M | 4K | – |
| ISHARES TR | RUSSELL 2000 ETF | 985K | 5K | – |
| ISHARES TR | CORE S&P US VLU | 2M | 21K | – |
| ISHARES TR | RUSSELL 3000 ETF | 356K | 1K | – |
| ISHARES TR | CORE S&P SCP ETF | 433K | 4K | – |
| ISHARES TR | US TREAS BD ETF | 255K | 11K | – |
| ISHARES TR | CORE TOTAL USD | 575K | 13K | – |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 324K | 6K | – |
| LENNAR CORP | CL A | 2M | 15K | – |
| LOWES COS INC | COM | 1M | 5K | – |
| LULULEMON ATHLETICA INC | COM | 324K | 1K | – |
| MARTIN MARIETTA MATLS INC | COM | 2M | 4K | – |
| MASTERCARD INCORPORATED | CL A | 763K | 2K | – |
| MEDTRONIC PLC | SHS | 858K | 11K | – |
| MERCK & CO INC | COM | 2M | 14K | – |
| META PLATFORMS INC | CL A | 22M | 44K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 2M | 20K | – |
| MICROSOFT CORP | COM | 3M | 8K | – |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 1M | 112K | – |
| NETFLIX INC | COM | 348K | 515 | – |
| NEUROCRINE BIOSCIENCES INC | COM | 408K | 3K | – |
| NVIDIA CORPORATION | COM | 2M | 13K | – |
| OSHKOSH CORP | COM | 855K | 8K | – |
| PALO ALTO NETWORKS INC | COM | 539K | 2K | – |
| PARKER-HANNIFIN CORP | COM | 2M | 5K | – |
| PENUMBRA INC | COM | 258K | 1K | – |
| PINTEREST INC | CL A | 327K | 7K | – |
| PNC FINL SVCS GROUP INC | COM | 1M | 7K | – |
| PROCTER AND GAMBLE CO | COM | 1M | 8K | – |
| QUALCOMM INC | COM | 2M | 10K | – |
| RPM INTL INC | COM | 1M | 13K | – |
| SALESFORCE INC | COM | 576K | 2K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 202K | 3K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 358K | 10K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 539K | 4K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 796K | 4K | – |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 339K | 9K | – |
| SERVICENOW INC | COM | 1M | 2K | – |
| SHERWIN WILLIAMS CO | COM | 1M | 3K | – |
| SONY GROUP CORP | SPONSORED ADR | 1M | 15K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 654K | 1K | – |
| SPDR SER TR | NYSE TECH ETF | 380K | 2K | – |
| SPDR SER TR | BLOOMBERG 1 10 Y | 417K | 23K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 258K | 1K | – |
| TELEDYNE TECHNOLOGIES INC | COM | 1M | 3K | – |
| THE TRADE DESK INC | COM CL A | 452K | 5K | – |
| T-MOBILE US INC | COM | 796K | 5K | – |
| TOTALENERGIES SE | SPONSORED ADS | 1M | 19K | – |
| TYLER TECHNOLOGIES INC | COM | 887K | 2K | – |
| UNITED AIRLS HLDGS INC | COM | 238K | 5K | – |
| US BANCORP DEL | COM NEW | 1M | 32K | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 201K | 770 | – |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 399K | 4K | – |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 329K | 7K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 3K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 860K | 4K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 285K | 1K | – |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 469K | 7K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 596K | 12K | – |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 476K | 7K | – |
| VANGUARD WORLD FD | FINANCIALS ETF | 420K | 4K | – |
| VANGUARD WORLD FD | INF TECH ETF | 454K | 787 | – |
| VEEVA SYS INC | CL A COM | 302K | 2K | – |
| VERTEX PHARMACEUTICALS INC | COM | 464K | 990 | – |
| VISA INC | COM CL A | 332K | 1K | – |
| WELLS FARGO CO NEW | COM | 233K | 4K | – |
| WISDOMTREE TR | FLOATNG RAT TREA | 458K | 9K | – |
| WORKDAY INC | CL A | 434K | 2K | – |
| XCEL ENERGY INC | COM | 975K | 18K | – |
| XYLEM INC | COM | 2M | 13K | – |