Allocator Index · CRD 108086

PINNACLE INVESTMENT ADVISORS

Tulsa, OK · 918-582-6864 · pinnacleholdings.net

SEC IAPD record ↗

Fit score

68

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=75+16
  • employees 3-60+8

HNW clients

128

Other individuals

330

HNW assets

$204.5M

Total AUM

$508.3M

Employees

7

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
PINNACLE INCOME PARTNERS II LLCHedge Fund$24.1M
PINNACLE ACQUISITION FUND IIHedge Fund$23.0M
CORONADO CAPITAL LLCSecuritized Asset Fund$17.8M