PINNACLE EQUITY PARTNERS GP LLC
Firm details
- Headquarters
- Guaynabo, PR
- CRD number
- 330485
- Registered since
- December 9, 2024
Firm profile
FINTRXOverview
Pinnacle Equity Partners Gp LLC is a small, recently registered investment adviser organized as a limited liability company and owned by individual principals. The firm does not position itself as a multi-state adviser or an active ESG investor, and it does not present itself as a capital allocator to third-party managers. Its activity is centered on managing private investment vehicles rather than running a traditional retail advisory business. The firm’s profile suggests a boutique sponsor/manager model: active involvement in a small number of closed-end funds, concentrated ownership among a handful of principals, and a focus on direct private-market activity rather than broad public-market wealth management. Public-facing fee structures and client segments are not disclosed, which aligns with a fund-centric operating model rather than a retail RIA platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Jose Juelle
Managing MemberCRD 7976042
Feo Franco Maria
Managing MemberCRD 8067113
Oscar Juelle Feo
ManagerCRD 8067116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Guaynabo, PR
Location
Guaynabo, PR
Headquartered in Guaynabo, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- B5 Calle Tabonuco
- Office locations
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