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⚲
|
| Pinnacle Capital Management LLC
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|
|
|---|---|
| CRD # | 141661 |
| SEC # | 801-67143 |
| CIK # | |
| AUM | $300.5 M (2026-04-02) |
| Employees | 7 (100% Investors, 86% Brokers) |
| Phone | 315-234-9716 |
| Address | 5845 Widewaters Parkway East Syracuse, NY 13057 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | New York Service Award Fund Exclusive LP | 2016-04-01 | 6.5 | |
| HF | Pinnacle Aggressive Growth Global/Extended Fund | [2013-04-03] | 10.0 | 4.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 445 | 138.4 |
| (b) Individuals (high net worth individuals) | 41 | 65.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 31.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.5 |
| (n) Other | 19 | 59.9 |
| Total | 538 | 300.5 |
| By Discretionary | ||
| Discretionary | 519 | 240.6 |
| Non-Discretionary | 19 | 59.9 |
| Total | 538 | 300.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.5 | |
| Total | 538 | 300.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Joseph Masella | 3 | 2 | ||
| Stephen Fauer | 1 | 1 | ||
| Pinnacle Capital Management LLC | 1 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Papamarkou Wellner Asset Management Inc
✚
|
NY | 0.4 |
|
Left Brain Wealth Management LLC
✚
|
IL | 0.3 |
|
5T Wealth LLC
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|
CA | 0.3 |
|
Peloton Capital Management
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|
IN | 0.3 |
|
Camelot Portfolios LLC
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|
OH | 0.3 |
|
Convoy Investments LLC
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|
0.3 | |
|
CMG Capital Management Group Inc
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|
PA | 0.3 |
|
Sharpepoint LLC
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|
AZ | 0.2 |
|
SkyOak Capital Inc
✚
|
NV | 0.2 |
|
Alpha Wealth Funds LLC
✚
|
UT | 0.2 |