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| Happy Holidays!! thanks for using AUM13F!! |
| Pinnacle Investments LLC
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| CRD # | 142910 |
| SEC # | 801-67860 |
| CIK # | 0001520682, 0002056734, 0001511201, 0000910678 |
| AUM | $1.1 B (2025-05-30) |
| Employees | 60 (83% Investors, 93% Brokers) |
| Phone | 315-251-1101 |
| Address | 5845 Widewaters Pkwy East Syracuse, NY 13057 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 8.4 | ||
| Facebook Inc | 2.2 | ||
| Uber Technologies Inc | 1.9 | ||
| SailPoint Inc | 1.6 | ||
| elf Beauty Inc | 1.2 | ||
| Nvidia Corp | 0.4 | ||
| Sweetgreen Inc | 0.3 | ||
| International Business Machines Corp | 0.1 | ||
| Oracle Corp | 0.1 | ||
| Innodata Isogen Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,948 | 929.8 |
| (b) Individuals (high net worth individuals) | 10 | 99.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 27.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,860 | 1,056.5 |
| By Discretionary | ||
| Discretionary | 2,828 | 1,043.8 |
| Non-Discretionary | 32 | 12.7 |
| Total | 2,860 | 1,056.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.9 | |
| United States Persons | 1,045.6 | |
| Total | 2,860 | 1,056.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0000910678] | |
| 4 | [0001511201] | |
| D | [0001520682] | |
| 13F-HR | [0002056734] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Pinnacle Investment Group LLC | |
| Digiliti Money Group Inc | |
| Peterson Jeffrey Paul | |
| Peterson Ellen Mae | |
| Peterson Terril Hedden |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Pinnacle Investments LLC
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|
NY | 1.1 |
|
Pinnacle Advisors LLC
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|
NY | 0.0 |
|
Confidential Planning I LLC
✚
|
NY | 0.0 |
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OR | 1.1 |
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Live Oak Private Wealth LLC
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NC | 1.1 |
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Hamilton Point Investment Advisors LLC
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NC | 1.1 |
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Souders Financial Advisors LLC
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OH | 1.1 |
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Brookwood Investment Group LLC
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AZ | 1.1 |
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Ameriserv Wealth Advisors Inc
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PA | 1.1 |
|
Prime Quadrant US LLC
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|
1.1 | |
|
Private Client Services LLC
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|
KY | 1.1 |
|
KWMG LLC
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|
KS | 1.0 |
|
Woodard & Co Asset Management Group Inc
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NC | 1.0 |