Pinnacle Peak Capital Management LLC

Overview

Pinnacle Peak Capital Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small businesses, charging clients a percentage of assets under management. It does not position itself as a capital allocator to other managers and is not identified as an active ESG investor or a multi-state adviser. Advisory activity centers on discretionary portfolio management for private clients. The firm’s stated investment tilt favors equities, and its business model appears oriented toward direct client relationships rather than institutional or pension consulting work.

Assets & Accounts

Public Holdings

Investments & Alternatives