PINNACLE CAPITAL MANAGEMENT, LLC

Overview

Pinnacle Capital Management, LLC is a boutique advisory firm that manages portfolios for individuals, families and institutions. The firm favors pooled public funds as the backbone of client portfolios, while supplementing those holdings with third‑party alternative investments and corporate debt. Its service set includes discretionary portfolio management, non‑discretionary advisory solutions, investment commentary/publications and client education programs. Regulatory filings show the firm also acts in sponsor or managing member roles for pooled investment vehicles and maintains broker‑dealer and insurance affiliations that support a broader product shelf. Investment activity leans toward using professionally managed mutual funds for core equity and fixed income exposure, while allocating selectively to private placements, real estate, commodities, private credit and oil & gas for diversification and yield. That combination suggests a hybrid approach: liquid, scalable building blocks for core allocations and less liquid alternatives to enhance return potential and reduce correlation in client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices