SourcingSourcing

17 CAPITAL PARTNERS, LLC

C30
CRD 283013·SEC 801-120928·PHOENIX, AZ
AUM
$246.4M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$739K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
17 CAPITAL PARTNERS, LLC
CRD
283013
SEC file #
801-120928
EIN
811418135
DBA names
—

Economics

AUM
$246.4M
AUM band
$100M-$500M
AUM trajectory
'22'26
$141.2M → $246.4M▲ +75%
Client mix
Individuals Other89
Individuals High Net Worth39
Pension Profit Sharing Plans35
Corporations22
Charitable Organizations5

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
1 advisors → 3 advisors▲ +200%
Primary office
PHOENIX AZ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
instagram.com/pearlcapitalmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BIANCAVILLA, JENNA, LUCILLE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BIANCAVILLA, JENNA, LUCILLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:instagram.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001727407
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2021-08-06
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
16
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001727407-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
4417 N 40TH STREETSUITE 300PHEONIX, AZ 85018
Business
4417 N 40TH STREETSUITE 300PHEONIX, AZ 85018
Edgar EIN
811418135
Edgar Recent Filings
13F-HR2026-05-13 · 0001727407-26-000004
13F-HR2026-02-13 · 0001727407-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5734217
Trust Company Affiliate
No

People (3)

3
BIANCAVILLA, JENNA, LUCILLE
IAR · Direct Owner · 87.5%
5734217
TERESA ELIZABETH MILNER
IAR
5599444
SHYLA TRAVA BASSEY
IAR
6983805