PINNACLE VENTURES
Firm details
- Headquarters
- BURLINGAME, California
- CRD number
- 148908
- Registered since
- March 19, 2012
Firm profile
FINTRXOverview
Pinnacle Ventures is a limited liability company that has been SEC-registered since 2012 and operates as an individual-owned advisory firm. The firm functions as an adviser and sponsor, acting as general partner and managing member of pooled investment vehicles, which aligns with its focus on managing private funds rather than a broad retail advisory practice. Investment activity concentrates on private-market allocations. Pinnacle Ventures structures and advises multiple private funds—chiefly venture capital—while also using third-party mutual funds where appropriate. The firm does not present itself as an active ESG investor and is not set up as a multi-state adviser or pension consultant; its model is centered on pooled vehicle management and direct allocations into alternative strategies.
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
Owners & executives
1 of 1ROBERT SAVOIE
Partner, COOCRD 2882943
Contacts
1 of 1KENNETH PELOWSKI
Managing Partner & Co-FounderCRD 6028804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURLINGAME, CA
SAN MATEO
Location
BURLINGAME, CA
Headquartered in BURLINGAME, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 1325 Howard Ave
- Time zone
- PT (UTC-8)
- Office locations
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