Pinnacle Partner Management LLC

RIASEC RegisteredEst. 2023
Total AUM
$287M
Discretionary
$287M
100% of AUM
Avg account
$22.1M
Accounts
13
Employees
6
Advisory reps
4

Firm details

Headquarters
Seattle, Washington
CRD number
324639
Registered since
November 27, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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 4
  • Jeffrey Feinstein

    Jeffrey Feinstein

    Senior Financial AdvisorCRD 6211363

  • Leo Backer

    Leo Backer

    Managing PartnerCRD 7826915

  • Blake Backer

    Blake Backer

    Vice PresidentCRD 7860336

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth