17 Asset Management

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.

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

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

• Investment advisory services
• Emerging market investing
• Frontier market capital
• Wealth management advisory
• Intentional investing strategies

Headquarters

HQ city

Princeton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core 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

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Africa Investment NetworkcoreStrategic or Co-development Partner · 3 December 2025The 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

Broad 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

• Xx.com/17assetmgmt
• Facebookfacebook.com/17assetmgmt
• LinkedInlinkedin.com/company/17-asset-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 17 Asset Management