17 Asset Management
17 Asset Management is the parent of Intentional Asset Management, a boutique investment advisory firm providing non-discretionary advisory services to institutions, corporations, families, and individuals, with a specialization in mobilizing private capital toward emerging and frontier markets.
- Company typePrivate
- Founded2022
- HeadquartersPrinceton, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What 17 Asset Management does
17 Asset Management (17 AM) is the strategic parent of Intentional Asset Management (IAM), a boutique investment advisory firm that operates on a non-discretionary basis to serve institutions, corporations, families, and individuals. Founded in 2022 as Intentional Funds LLC and formally launched in 2025, IAM is built around a thesis that "intentionality" — a firm's willingness and capacity to solve defined systemic problems — is a leading indicator of long-term performance, and that emerging and frontier markets are structurally underfinanced and undervalued. The firm's core offerings are non-discretionary investment advisory services and proprietary investment solutions, constructed via bottom-up fundamental analysis combined with technical evaluation and behavioral-finance overlays, alongside an affiliated non-profit, the 17 Intentional Investment Institute (17III), focused on field building and market development.
The platform is people-led rather than technology-led: there is no disclosed proprietary technology stack, API, or AI/ML tooling, and the firm relies on direct advisory relationships, a strategic partnership with the Africa Investment Network (announced December 2025) for diaspora investment roadshows, and bespoke purpose-built strategies such as the CaribGROW fund (target size $100M, disclosed March 2026) targeting equity stakes in Caribbean food systems. Revenue is generated through investment advisory fees on personalized engagements; pricing is not publicly disclosed and is provided in Form ADV Part 2A upon request. Customer segments include institutional investors, high-net-worth individuals/families, and diaspora investors, with a horizontal segmentation approach that spans geographies.
Commercial scaling indicators are early-stage but active: a state-registered investment adviser footprint with a single New York office (12 East 49th Street, 11th Floor), headcount of 1–10, and no disclosed external institutional funding. The principal founders, John Morris (CEO/co-founder) and Tirtha Patel, are leading the CaribGROW fundraise. Operating geography spans the United States (New York), the Caribbean (Jamaica), and Africa (Ghana), consistent with the firm's stated specialization in emerging and frontier markets.
17 Asset Management firmographics
Firmographics- Name
- 17 Asset Management
- Legal name
- Intentional Funds, LLC
- Website
- https://17assetmanagement.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- 17 Asset Management is the parent of Intentional Asset Management, a boutique investment advisory firm providing non-discretionary advisory services to institutions, corporations, families, and individuals, with a specialization in mobilizing private capital toward emerging and frontier markets.
- Ownership category
- akta.pro rank
17 Asset Management industry classification
Industry- Product category
- Wealth and Asset Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Sector/Thematic Equity (Active) (FSAAAIAG), Sustainable/ESG Equity (Active) (FSAAAIAM)
Keywords
Where 17 Asset Management is headquartered
LocationHeadquarters
- HQ city
- Princeton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
17 Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: The firm generates revenue through investment advisory fees charged to clients for non-discretionary advisory services. IAM provides advisory services in states where properly registered or exempt from registration. Fees are deducted as authorized in writing by clients. The firm does not take custody of client funds or securities except for limited fee deduction purposes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom advisory engagement pricing based on client profile and service scope |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
17 Asset Management product offering
Product offeringCore offering
17 Asset Management, through its subsidiary Intentional Asset Management (IAM), provides non-discretionary investment advisory services to institutions, corporations, families, and individuals, with a specialization in emerging and frontier markets. The firm designs purpose-built proprietary investment strategies and thematic model portfolios, applying bottom-up fundamental analysis, technical evaluation, and behavioral finance insights to mobilize private capital toward structurally constrained markets.
Product overview
17 Asset Management (17 AM) is a boutique investment advisory firm and the founding parent of Intentional Asset Management (IAM), a dedicated wealth and asset management firm launched in 2025. The company operates a platform-plus-services model centered on mobilizing private capital toward emerging and frontier markets. The core product is the Intentional Asset Management advisory platform, supported by two named service components: Advisory Services (non-discretionary investment advisory for institutions, corporations, families, and individuals) and Proprietary Investment Solutions (purpose-built strategies using rigorous fundamental and technical analysis). The 17 Intentional Investment Institute (17III) is a non-profit arm focused on field-building, research, and market development. The company does not offer a technology product with user-accessible integrations, API, or AI capabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- Intentional Asset Management (IAM) Advisory Platform Boutique investment advisory firm providing non-discretionary advisory services, proprietary investment solutions, and purpose-built strategies in emerging and frontier markets to institutions, corporations, families, and individuals.
- Advisory Services Non-discretionary investment advisory services provided to institutions, corporations, families, and individuals, integrating investment strategy with operational, governance, and long-term mission objectives, including portfolio design, behavioral coaching, and transparent reporting on financial and impact performance.
- Proprietary Investment Solutions Purpose-built investment strategies in emerging and frontier markets constructed using bottom-up fundamental analysis, technical evaluation, and thematic research, including thematic model portfolios that reflect intentional investing principles with continuous monitoring and adjustments.
Quantifiable outcome
- Target fund size of $100 million for Caribbean food systems financing through CaribGROW fund
- +1 more outcomes
Companies that use 17 Asset Management
Customer profileSegments3 records
Ideal customer profiles3 records
17 Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
17 Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Africa Investment NetworkcoreThe Africa Investment Network (AIN) and 17 Asset Management announced a strategic partnership to enhance diaspora investment in Africa. The collaboration includes mapping investment opportunities across African markets, launching a diaspora pathways program to create structured investment channels, and hosting investment roadshows beginning in December 2025 to attract diaspora capital. This partnership supports the firm's thesis of mobilizing private capital toward emerging and frontier markets.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
17 Asset Management competitors and assessment
Company assessmentBroad incumbents
- Bridges Fund Management: UK-based impact investment manager across multiple strategies. Comparable in intentional/impact investing orientation and serving institutional and HNW clients.
- BlueOrchard Finance: Leading impact investment manager focused on emerging and frontier markets. Comparable in combining intentional/impact investing with emerging market capital mobilization.
- Ninety One: Large global asset manager with deep emerging and frontier market capabilities across equities and fixed income. Comparable in emerging/frontier mandate but at materially greater scale and brand recognition.
Emerging players
- Acumen Capital Partners: Impact investment organization focused on early-stage businesses in emerging markets. Comparable in intentional investing thesis and emerging/frontier market focus, though more early-stage oriented.
Direct peers
- Alta Advisers (Alta Capital): Boutique emerging and frontier markets investment advisory firm. Comparable in scale, advisory model, and frontier market specialization.
- Phatisa: African-focused private equity and impact investment manager taking minority and majority equity stakes. Comparable in its frontier market thesis, food-system investing, and minority-equity approach similar to CaribGROW.
- Mobius Capital Partners: Boutique investment firm focused on emerging and frontier markets with an impact and governance lens. Comparable in size, mandate, and emphasis on rigorous bottom-up research in under-served markets.
- Equator Capital Partners: Boutique impact investment manager focused on African frontier markets. Comparable in targeting institutional and HNW capital toward under-served African economies with intentional impact themes.
Regional players
- Injaro Investments: West African impact investment manager focused on agriculture and food systems. Comparable in food-system focus and minority-equity approach in African frontier markets.
Others
- Convergence Blended Finance: Network and data provider focused on blended and impact finance in emerging markets. Comparable as an ecosystem enabler supporting the intentional/frontier capital thesis.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights5 records
Customer concentration
17 Asset Management social profiles
Digital presence17 Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
17 Asset Management leadership team
Management profileNumber of profiles
Profiles1 record
17 Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
17 Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about 17 Asset Management
What does 17 Asset Management do?
17 Asset Management, through its subsidiary Intentional Asset Management (IAM), provides non-discretionary investment advisory services to institutions, corporations, families, and individuals, with a specialization in emerging and frontier markets. The firm designs purpose-built proprietary investment strategies and thematic model portfolios, applying bottom-up fundamental analysis, technical evaluation, and behavioral finance insights to mobilize private capital toward structurally constrained markets.
Is 17 Asset Management a public or private company?
17 Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was 17 Asset Management founded?
17 Asset Management was founded in 2022. It employs 1 to 10 people.
Where is 17 Asset Management based?
17 Asset Management is headquartered in Princeton, United States, in the North America region.
How does 17 Asset Management make money?
One revenue line is on record: investment Advisory Services.
Who are 17 Asset Management's main competitors?
Broad incumbents on record are Bridges Fund Management, BlueOrchard Finance and Ninety One. Acumen Capital Partners is listed as an emerging player. Direct peers are Alta Advisers (Alta Capital), Phatisa, Mobius Capital Partners and Equator Capital Partners. Injaro Investments is listed as a regional player. Convergence Blended Finance is listed as an others.
Does 17 Asset Management have an API?
No public API is recorded for 17 Asset Management.
What industry is 17 Asset Management in?
17 Asset Management's product category is Wealth and Asset Management Advisory. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAIAG, Sector/Thematic Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.