The PINNACLE PARTNER MANAGEMENT is a privately held investment adviser that advises $264.63mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. PINNACLE PARTNER MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 18.34% over the last 2-years.
The Group has been registered with the SEC for 2.68 years and is comprised of 1 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 1421 34TH AVE SUITE 215, SEATTLE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.
Their $264.63mn in assets advised are owned by 13 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $264.63mn or 100% of Total Assets.
The Group's top investment strategies include Real Estate and Opportunity Zones, representing 65.81% and 34.19% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 10 private funds with $167.62mn in assets.
The Group discloses management fees and performance-based fees.
PINNACLE PARTNER MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.