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| Happy Holidays!! thanks for using AUM13F!! |
| Pinnacle Partner Management LLC
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| CRD # | 324639 |
| SEC # | 801-129116 |
| CIK # | |
| AUM | $264.6 M (2025-03-29) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 206-369-2380 |
| Address | 1421 34th Ave Seattle, WA 98122 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Pinnacle Trilogy BTR Oz Fund II LP | [2025-03-29] | 2.2 | 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 |
| View All | ||||
| 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 | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Jeff Feinstein | 16 | |||
| Leo Backer | 13 | |||
| Jason Joseph | 6 | |||
| Michael Nolan | 6 | |||
| Jill Homan | 2 | |||
| Pinnacle Partner Management LLC | 4 | |||
| Pinnacle Trilogy GP LLC | 2 | |||
| Tic Oz Jv Member LLC | 2 | |||
| Trilogy Investment Company LLC | 2 | |||
| A Washington Limited Liability Company Pinnacle Partner Management LLC | 1 | |||
| View All | ||||
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