PINNACLE PARTNER MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$265M
Discretionary
$265M
100% of AUM
Avg account
$20.4M
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 an SEC-registered limited liability company that operates as a manager of pooled real estate investment vehicles. The firm identifies as a real estate fund manager serving an institutional client base and charges both a percentage-of-assets fee and performance-based fees. Its advisory role centers on portfolio management for pooled investment vehicles, and the firm also acts in sponsor and general partner capacities, serving as managing member for the vehicles it runs. The snapshot information indicates the firm is owner-operated (individual owner) and does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • LEO BACKER

    Managing PartnerCRD 7826915

  • Jeffrey Feinstein

    Senior Financial AdvisorCRD 6211363

  • 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

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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
1421 34th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth