Pinnacle Partner Management LLC

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Pinnacle Partner Management LLC ✚
CRD #	324639
SEC #	801-129116
CIK #
AUM
Employees	6 (50% Investors, 0% Brokers)
Phone	206-369-2380
Address	1421 34th Ave Seattle, WA 98122
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
RE	Pinnacle Trilogy BTR Oz Fund II LP	[2025-03-29]	8.1	2.2
	Offered $75,000,000 · Filed 2026-03-24 (D/A) · Exemption 506(c) · Minimum $250,000 · Remaining $66,891,541 · Duration More than one year · Commission $45,000 · Revenue Decline to Disclose
RE	Pinnacle Trilogy BTR Oz Fund I LP	[2025-03-29]	0.5	4.3
	Offered $8,400,000 · Filed 2024-02-20 (D) · Exemption 506(c) · Minimum $200,000 · Remaining $7,950,000 · Duration One year or less · Revenue Decline to Disclose
RE	Rainier Oz II LLC	[2025-03-29]	3.3	3.3
	Offered $3,266,000 · Filed 2023-08-08 (D) · Exemption 506(c) · Duration One year or less · Revenue Decline to Disclose
RE	Brooklyn Basin Oz LLC	[2023-10-27]	10.3	22.4
	Offered $10,318,984 · Filed 2023-08-09 (D) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose
RE	Heartwood Oz LLC	[2023-10-27]	0.0	15.8
	Offered $12,200,000 · Filed 2020-12-28 (D) · Exemption 506(b) · Minimum $500,000 · Remaining $12,200,000 · Duration One year or less · Revenue Decline to Disclose
RE	Iron Bridge QOF LLC	[2023-10-27]	0.0	21.7
	Offered $16,300,000 · Filed 2022-09-06 (D) · Exemption 506(c) · Minimum $250,000 · Remaining $16,300,000 · Duration One year or less · Revenue Decline to Disclose
RE	La Grand LLC	[2023-10-27]	10.2	21.0
	Offered $12,000,000 · Filed 2019-09-20 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $1,800,000 · Duration One year or less · Revenue Decline to Disclose
RE	Pinnacle Berkeley Oz LLC	[2023-10-27]	5.3	18.3
	Offered $20,000,000 · Filed 2021-01-11 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Remaining $14,665,000 · Duration One year or less · Revenue Decline to Disclose
RE	Pinnacle Berkeley Student Housing Oz LLC	[2023-10-27]	4.6	4.6
	Offered $5,000,000 · Filed 2021-11-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $413,612 · Duration One year or less · Net Assets Decline to Disclose
RE	Pinnacle Partners Canton Lofts LLC	[2023-10-27]	4.4	3.3
	Offered $4,374,500 · Filed 2019-06-27 (D) · Exemption 506(b) · Minimum $500,000 · Duration One year or less · Revenue Decline to Disclose
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	Role	# Filings	# Firms
Jeff Feinstein	Executive Officer	20	2
Leo Backer	Executive Officer	17	2
Jason Joseph	Executive Officer	9	2
Michael Nolan	Executive Officer	9	2
Pinnacle Partner Management LLC	Director, Executive Officer	8	2
Pinnacle Trilogy GP LLC	Director, Executive Officer	5	2
Trilogy Investment Company LLC	Director, Executive Officer	5	2
Jill Homan	Executive Officer	2	2
A Washington Limited Liability Company Pinnacle Partner Management LLC	Executive Officer	1	1
Sandi Heffernan	Executive Officer	1	1
A Delaware Pinnacle Partner Management LLC	Executive Officer	1	1

Pinnacle Partner Management LLC

Assets, Funds, Holdings