Pinnacle Partner Management identifies investment opportunities and participates in the acquisition, origination, management, monitoring, and disposition of investments on a discretionary basis to private pooled investment vehicles, primarily focusing on real estate-related securities and direct real estate holdings in Qualified Opportunity Zones. These investment vehicles are intended for eligible investors who meet certain minimum financial requirements. Pinnacle provides investment advice directly to the investment vehicles, not to the individual investors within them.
Assets Under Management$260M
Clients13
Advisors2
Avg. per Client$20M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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