17 Capital Partners, LLC

17 Capital Partners, LLC, operating as Pearl Capital Management, is a registered investment adviser specializing in financial planning and investment management services. Established in February 2016, the firm is owned by Jenna Biancavilla and manages over $212 million in assets as of March 7, 2025. They offer a range of financial planning services, including retirement planning, risk management, and tax planning. For investment management, the firm primarily allocates client assets among various securities, mutual funds, and independent managers. Clients have discretion over decisions and can impose restrictions on their accounts. The firm charges fees based on assets under management, with a negotiable annual fee ranging from 0.00% to 2.00%. Minimum account size is $250,000, but this requirement may be waived. 17 Capital Partners recommends certain clients engage in privately placed securities and may use options trading and margin transactions. The firm does not provide services for performance-based fees and offers services to various client types, including individuals, trusts, and corporations. Clients receive regular account reviews and statements from the custodian. The firm has a code of ethics and receives compensation from client referrals and financial institutions. They do not provide proxy voting services and are not required to disclose financial information based on specific criteria.