Pinnacle Partner Management LLC
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 324639
- Registered since
- November 27, 2023
- Website
- pinnacleoz.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pinnacle Partner Management LLC is an individual-owned LLC that registers with the SEC as an adviser focused on real estate investment vehicles. The firm provides portfolio management for pooled investment vehicles and targets institutional clients. Its compensation combines a percentage-of-AUM fee with potential performance-based fees. Pinnacle also operates in sponsor and general partner roles, functioning as a real estate broker/sponsor and managing member of pooled vehicles. The firm does not identify as an active ESG investor.
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 4
Jeffrey Feinstein
Senior Financial AdvisorCRD 6211363
Leo Backer
Managing PartnerCRD 7826915

Blake Backer
Vice PresidentCRD 7860336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Seattle, WA
King
Location
Seattle, WA
Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 3403 E Valley St
- Time zone
- PT (UTC-8)
- Office locations
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