17 Capital Partners

What 17 Capital Partners does

17 Capital Partners is an invite-only registered investment adviser headquartered in Phoenix, Arizona, providing bespoke wealth management services to high net worth individuals and families. Its core product is a single integrated service offering of customized investment strategies that span traditional portfolios plus alternative investments, private equity, real estate ventures, and startup investments, with an explicit focus on multi-generational wealth preservation. The firm deliberately restricts access to a select clientele via a sponsorship or invitation model, positioning itself as an exclusive alternative to conventional wealth management.

Name

17 Capital Partners

Legal name

17 Capital Partners, LLC

Website

https://17capitalpartners.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

101–250 employees

Short description

17 Capital Partners is an invite-only registered investment adviser based in Phoenix, Arizona, providing bespoke wealth management services—including alternative investments, private equity, real estate, and startup investments—exclusively to high net worth individuals and families.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI)

Keywords

• Wealth management services
• Investment advisory services
• Alternative investment management
• High net worth advisory
• Private wealth planning

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: 17 Capital Partners generates revenue through investment advisory fees, typically structured as a percentage of assets under management (AUM). As a registered investment adviser, the firm charges fees for personalized wealth management, portfolio construction, and financial planning services tailored to high net worth individuals.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

17 Capital Partners is an invite-only registered investment adviser that provides bespoke wealth management and personalized investment strategies to high net worth individuals and families. Core services include alternative investments, private equity, real estate ventures, startup investments, and multi-generational wealth preservation, with advisory fees charged as a percentage of assets under management.

Product overview

17 Capital Partners is an invite-only wealth management firm serving discerning high-net-worth individuals. The firm offers a single unified service centered on bespoke investment strategies, which are meticulously crafted to align with each client's unique aspirations, risk tolerance, and financial objectives. The core offering encompasses alternative investments, private equity, real estate ventures, and visionary start-up investments. The product portfolio is designed around personalized financial solutions where the bespoke investment strategies serve as the primary service, supported by comprehensive wealth management advisory.

Differentiator

Problem solved

Functional benefit

Products and services

• Bespoke Wealth Management and Investment Advisory Services Personalized, invite-only wealth management and investment advisory service for high net worth individuals and families. Includes the design and ongoing management of bespoke investment strategies aligned with each client's risk tolerance and financial objectives, alternative investments, private equity, real estate ventures, startup investments, financial planning, and multi-generational wealth preservation.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Partnerships

Two partnerships are on record, tiered minor.

• Market CounselminorStrategic or Co-development PartnerPartner link providing additional resources and services for clients.
• Pearl CapitalminorStrategic or Co-development PartnerStrategic partner providing investment management resources and potentially serving as the firm's outside business contact for disclosure statements.

Recent moves5 records

Expansion highlights3 records

Direct peers

• Bessemer Trust: Bessemer Trust is a private, multi-family office providing investment management, wealth planning, and alternative investment access to ultra-high-net-worth families. Highly comparable to 17 Capital Partners in bespoke HNWI advisory model, alternatives focus, and multi-generational wealth preservation mandate.
• Aspiriant: Aspiriant is an independent, fee-only RIA serving HNW individuals and families with personalized wealth management, tax planning, and investment advisory services. Comparable in fee-only RIA structure, HNWI clientele, and bespoke strategy focus.
• First Manhattan Company: First Manhattan is an independent, employee-owned investment advisory firm serving HNW individuals, families, and institutions with personalized wealth management and alternative investments. Comparable as a boutique RIA serving HNW/UHNW clients with bespoke strategies and an alternatives-inclusive approach.
• Beacon Pointe Advisors: Beacon Pointe is a fee-only wealth advisory firm providing comprehensive financial planning, investment management, and alternative investment access to HNW individuals and families. Comparable as a fee-based RIA serving the same HNW segment with similar holistic wealth management offerings.
• Glenmede: Glenmede is an independent wealth management firm serving HNW families, foundations, and endowments with personalized investment strategies and access to alternatives. Closely comparable to 17 Capital in client profile, bespoke service model, and alternatives-inclusive offering.
• Cresset Capital: Cresset is a private family office and wealth advisory serving ultra-wealthy families and individuals with bespoke investment strategies, alternative investments, and multi-generational planning. Direct peer to 17 Capital given similar HNWI focus, bespoke model, and alternative investment offerings.
• Mariner Wealth Advisors: Mariner Wealth Advisors is a national wealth advisory firm serving HNW and ultra-HNW clients with comprehensive financial planning, investment management, and family office services. Comparable as a fee-based RIA serving the same HNW/UHNW client segment with alternatives and legacy planning focus.

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the U.S., providing wealth management, financial planning, and investment advisory to a broad HNW client base. Comparable in fee-only RIA structure and wealth advisory focus, but operates at significantly greater scale and with a more mass-affluent orientation.
• Brown Brothers Harriman (Wealth Management): Brown Brothers Harriman's Wealth Management division serves HNW families and foundations with investment advisory, trust services, and alternative investments as part of a larger private bank. Comparable in HNW clientele and bespoke wealth services, but operates as a broader incumbent with banking and custody capabilities.
• Abbot Downing: Abbot Downing (a Wells Fargo Private Wealth brand) provides wealth management for ultra-affluent families and individuals, including alternative investments and multi-generational planning. Comparable to 17 Capital in UHNW focus and bespoke model, but with significantly larger parent-company resources and footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Capital Partners