| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Pinnacle Income Partners II LLC | Hedge | $24.7M | $250K |
| Pinnacle Acquisition Fund II | Hedge | $21.4M | $100K |
| Coronado Capital LLC | Securitized Asset | $14.5M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Aimee Nicole Boyer | Partner | Under 5% | 2017 |
| Carol Virginia Poarch | Partner | Under 5% | 1998 |
| David Monroe Poarch Control | Managing Partner/Chief Compliance Officer | 10-25% | 1996 |
Pinnacle Holdings, LLC reports $455.2 million in regulatory assets under management on its Form ADV.
Pinnacle Holdings, LLC manages 3 private funds with combined gross assets of $60.6 million.
Pinnacle Holdings, LLC reports 8 employees.
Pinnacle Holdings, LLC is based in Tulsa, OK and has been SEC-registered since 2000.
Pinnacle Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1616 East 15th Street, Tulsa, OK 74120 |
| Phone | 918-582-6864 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1411784 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $444.3M |
| Non-discretionary | $10.9M |
| Total (RAUM) | $455.2M |