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 a limited liability company that registered with the SEC in 2023 and operates as a real estate-focused adviser. The firm’s advisory mandate centers on portfolio management for pooled investment vehicles and it serves institutional clients. Its business activities extend beyond advisory work to sponsoring and managing pooled real estate vehicles, acting as general partner and managing member for those funds. Fee arrangements include a percentage-of-assets approach coupled with performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.
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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