Pinnacle Investment Management Limited

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Assets, Funds, Holdings

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Pinnacle Investment Management Limited
CRD #298541
SEC #801-116850
CIK #0000910678, 0002056734, 0001511201, 0001520682
AUM
Employees 70 (14% Investors, 0% Brokers)
Phone611300651577
AddressLevel 35
Sydney New South Wales, Australia
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($B)
40322416802009201420192025
Sector Form 13F Holdings Value ($M)
Coca Cola Co 20.1
Alphabet Inc 3.3
Deckers Outdoor Corp 2.0
Taiwan Semiconductor Manufacturing Co Ltd 1.4
Facebook Inc 0.7
Nvidia Corp 0.5
 
 
 
 
 
Holdings by Sector ($M)
14011284562802024202420252026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(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 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 13 38.1
(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 0.0
(n) Other 0 0.0
Total 13 38.1
By Discretionary
Discretionary 13 38.1
Non-Discretionary 0 0.0
Total 13 38.1
By Non-United States Persons
Non-United States Persons 38.0
United States Persons 0.1
Total 13 38.1
EDGAR Form CIK 2011 - 2026
D [0000910678]
4 [0001511201]
D [0001520682]
13F-HR [0002056734]
Firm Profile (Form ADV)
Discretionary AUM$29.1B
Clients13 (100 non-US)
ServesInstitutional
Form 3/4/5 Subject 2011 - 2026
Peterson Ellen Mae
Peterson Terril Hedden
Peterson Jeffrey Paul
Digiliti Money Group Inc
Pinnacle Investment Group LLC
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tony@aum13f.com