17 CAPITAL PARTNERS, LLC
Latest filing: Mar 29, 2024 (299 days ago)
AUM
$184,847,473
43% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
2
100% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
PHOENIX, AZ
4417 N. 40TH STREET, PHOENIX, AZ, UNITED STATES, 85018
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 50 | $0.0 |
| Average Individual AUM | $367,584 | |
| HNW | 32 | $0.2 |
| Average HNW AUM | $5,066,365 | |
| Retail Total | 82 | $0.2 |
| Average Retail AUM | $2,201,255 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RBC CAPITAL MARKETS, LLC | NEW YORK-NY-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 80% | $0.1 |
| Equity Non-Exch | 5% | $0.0 |
| Govt Agency | 7% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 2% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SVVY, LLC | $0.0 | 325358 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TERESA MILNER | PHOENIX | AZ | S66|2009-08-31 | ||||||
| JENNA BIANCAVILLA | PHOENIX | AZ | S66|2010-11-14 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $0.2 | $0.0 | 0% | 2 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 0% | 2 | 0 | 0% |
| 2023-04-04 | $0.1 | $0.1 | 43% | 1 | 1 | 100% |
| 2022-04-01 | $0.1 | $0.1 | 40% | 1 | 1 | 100% |
| 2016-04-01 | $0.0 | $0.0 | 0% | 1 | 1 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| AZ, AZ-04/23/2021, CA-10/13/2023, IA-10/13/2023, NE-10/13/2023, NH-10/13/2023, TX-10/13/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV