Pinnacle Partner Management LLC

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Assets, Funds, Holdings

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Pinnacle Partner Management LLC
CRD #324639
SEC #801-129116
CIK #
AUM
Employees 6 (50% Investors, 0% Brokers)
Phone206-369-2380
Address1421 34th Ave
Seattle, WA 98122
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
3002401801206002011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
RE Pinnacle Trilogy BTR Oz Fund II LP [2025-03-29] 8.1 2.2
RE Pinnacle Trilogy BTR Oz Fund I LP [2025-03-29] 0.5 4.3
RE Rainier Oz II LLC [2025-03-29] 3.3 3.3
RE Brooklyn Basin Oz LLC [2023-10-27] 10.3 22.4
RE Heartwood Oz LLC [2023-10-27] 0.0 15.8
RE Iron Bridge QOF LLC [2023-10-27] 0.0 21.7
RE La Grand LLC [2023-10-27] 10.2 21.0
RE Pinnacle Berkeley Oz LLC [2023-10-27] 5.3 18.3
RE Pinnacle Berkeley Student Housing Oz LLC [2023-10-27] 4.6 4.6
RE Pinnacle Partners Canton Lofts LLC [2023-10-27] 4.4 3.3
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AUM Breakdown Accounts AUM ($M)
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 13 264.6
(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 0 0.0
(n) Other 0 0.0
Total 13 264.6
By Discretionary
Discretionary 13 264.6
Non-Discretionary 0 0.0
Total 13 264.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 264.6
Total 13 264.6
Form D Directors Role # Filings # Firms 2011 - 2026
Jeff Feinstein 20 2
Leo Backer 17 2
Jason Joseph 9 2
Michael Nolan 9 2
Pinnacle Partner Management LLC 8 2
Trilogy Investment Company LLC 5 2
Pinnacle Trilogy GP LLC 5 2
Jill Homan 2 2
Tic Oz Jv Member LLC 2 1
Sandi Heffernan 1 1
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