The PINNACLE CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $1.54Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. PINNACLE CAPITAL MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 57.7% over the last 5-years.
The Group has been registered with the SEC for 19.89 years and is comprised of 2 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 5845 WIDEWATERS PKWY STE 300, SYRACUSE, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 67 employees comprised of 62 investment and 5 non-investment staff. The total number of Employees increased by 8.06% over the last 5-years.
Their $1.54Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 7 other accounts. Assets of Individuals clients own $1.3Bn or 84.77% of Total Assets and High Net Worth Individuals own $178.2mn or 11.61% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $32.54mn in assets.
The Group discloses advisory fees and management fees.
PINNACLE CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.