Account Minimums and Types of Clients — Form ADV Part 2A (10/8/2019)
[Brochure]
Item 7: Types of Clients
Pinnacle Advisory Affiliates and Non-US Investment Pool Clients
Pinnacle provides distribution and administrative services to the Pinnacle Advisory Affiliates,
which are U.S. exempt reporting advisers. Pinnacle’s subsidiaries (Pinnacle Fund Services
Limited and Pinnacle RE Services Limited) are the issuers of non-U.S. investment pools, in the
form of managed investment schemes issued under the relevant provisions of the Australian
Corporations Act 2001, to which the Pinnacle Advisory Affiliates are appointed as investment
manager.
Account Minimums
The minimum account size for each investment strategy that is available through Pinnacle
Advisory Affiliates is established by the applicable Pinnacle Advisory Affiliate. Account
minimums may be waived to reflect existing relationships, anticipated client additions to assets
under management, changing market conditions, client servicing requirements, or for other
reasons. Any waivers of account minimums are done in consultation with the applicable
Pinnacle Advisory Affiliate.