PINNACLE EQUITY PARTNERS GP LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Guaynabo, PR
CRD number
330485
Registered since
December 9, 2024

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Jose Juelle

    Managing MemberCRD 7976042

  • Feo Franco Maria

    Managing MemberCRD 8067113

  • Oscar Juelle Feo

    ManagerCRD 8067116

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth