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 SEC-registered limited liability company that operates as a manager of pooled real estate investment vehicles. The firm identifies as a real estate fund manager serving an institutional client base and charges both a percentage-of-assets fee and performance-based fees. Its advisory role centers on portfolio management for pooled investment vehicles, and the firm also acts in sponsor and general partner capacities, serving as managing member for the vehicles it runs. The snapshot information indicates the firm is owner-operated (individual owner) and does not position itself 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 4LEO BACKER
Managing PartnerCRD 7826915
Jeffrey Feinstein
Senior Financial AdvisorCRD 6211363
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
- 1421 34th Ave
- Time zone
- PT (UTC-8)
- Office locations
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