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17 Capital Partners, LLC
17 Capital Partners, LLC is a registered investment adviser headquartered in Phoenix, Arizona. The firm provides investment management services primarily to high net worth individuals, regular individuals, and some pension and profit sharing plans. As of 2025, the firm manages over $155 million in regulatory assets under management and reports a very small team, with 2-3 employees. The company was incorporated in Delaware and serves primarily clients in the United States.
Investment Strategy
17 Capital Partners, LLC implements a discretionary investment management approach, focusing primarily on equity securities for its clients, including high net worth individuals and some retirement plans. The firm creates diversified portfolios, typically composed of U.S. large-cap equities and growth stocks, reflecting holdings across technology, financial, and industrial sectors. Their filings reflect dynamic portfolio activity, including adding new positions, increasing allocations to existing holdings, and selling out of others, implying an active, research-driven approach aimed at maximizing risk-adjusted returns for clients. The investment philosophy centers on identifying high-quality companies with growth potential and maintaining a flexible allocation strategy responsive to market conditions.
Latest 13F Filing Activity
17 Capital Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 143 equity positions with a total 13F market value of $173M. The fund increased holdings in Meta Platforms Inc., Ishares TR, Uber Technologies Inc. among other positions. 17 Capital Partners, LLC reduced exposure to Vanguard Index FDS, Xylem Inc., Vanguard Index FDS among others.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 18.77% | $32.5M | 44,057 | $355.59 | $738.09 | +$7.2M |
M MSFT | MICROSOFT CORP | 2.52% | $4.4M | 8,774 | $383.40 | $497.41 | +$928.6K |
| ALPHABET INC | 2.19% | $3.8M | 21,507 | $143.43 | $176.23 | +$445.0K | |
I IVW | ISHARES TR | 1.91% | $3.3M | 30,125 | $81.13 | $110.10 | -$321.6K |
P PH | PARKER-HANNIFIN CORP | 1.76% | $3.1M | 4,373 | $460.70 | $698.47 | +$113.6K |
Industry Allocation
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