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| Happy Holidays!! thanks for using AUM13F!! |
| Pinnacle Capital Management LLC
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| CRD # | 141661 |
| SEC # | 801-67143 |
| CIK # | |
| AUM | $263.5 M (2025-04-01) |
| Employees | 6 (100% Investors, 67% Brokers) |
| Phone | 315-234-9716 |
| Address | 5845 Widewaters Parkway East Syracuse, NY 13057 |
| Source | [IAPD] [Website] |
| Total AUM ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 445 | 126.6 |
| (b) Individuals (high net worth individuals) | 28 | 46.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 31.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 19 | 55.3 |
| Total | 499 | 263.5 |
| By Discretionary | ||
| Discretionary | 480 | 208.2 |
| Non-Discretionary | 19 | 55.3 |
| Total | 499 | 263.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.5 | |
| Total | 499 | 263.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Joseph Masella | 3 | ||
| Stephen Fauer | 1 | ||
| Pinnacle Capital Management LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sturgeon Ventures LLP
✚
|
0.3 | |
|
Left Brain Wealth Management LLC
✚
|
IL | 0.3 |
|
Camelot Portfolios LLC
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|
OH | 0.3 |
|
5T Wealth LLC
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|
CA | 0.3 |
|
Peloton Capital Management
✚
|
IN | 0.3 |
|
Alpha Principle LLC
✚
|
CO | 0.3 |
|
CMG Capital Management Group Inc
✚
|
PA | 0.3 |
|
Convoy Investments LLC
✚
|
0.2 | |
|
SkyOak Capital Inc
✚
|
NV | 0.2 |
|
BTS Asset Management Inc
✚
|
MA | 0.2 |