Pinnacle Partner Management LLC

RIASEC RegisteredEst. 2023
Total AUM
$287M
Discretionary
$287M
100% of AUM
Avg account
$22.1M
Accounts
13
Employees
6
Advisory reps
4

Firm details

Headquarters
Seattle, Washington
CRD number
324639
Registered since
November 27, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pinnacle Partner Management LLC is a limited liability company that registered with the SEC in 2023 and operates as a real estate-focused adviser. The firm’s advisory mandate centers on portfolio management for pooled investment vehicles and it serves institutional clients. Its business activities extend beyond advisory work to sponsoring and managing pooled real estate vehicles, acting as general partner and managing member for those funds. Fee arrangements include a percentage-of-assets approach coupled with performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Jeffrey Feinstein

    Jeffrey Feinstein

    Senior Financial AdvisorCRD 6211363

  • Leo Backer

    Leo Backer

    Managing PartnerCRD 7826915

  • Blake Backer

    Blake Backer

    Vice PresidentCRD 7860336

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
3403 E Valley St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth