Pinnacle Peak Capital Management LLC

Overview

Pinnacle Peak Capital Management LLC operates as a small, fee-based advisory focused on individualized portfolio management for private clients and small businesses. The firm runs a concentrated, equity-first approach: the bulk of client assets are held in exchange-traded equities and related vehicles, suggesting a preference for liquid, market-traded exposures that can be implemented efficiently. Portfolios appear to be managed on a discretionary basis, giving advisors the ability to adjust holdings and sector tilts without seeking prior client approval for each trade. The advisory model is geared toward a limited number of high-balance clients rather than a mass-market retail book. Fee income is tied to assets under management, which aligns the firm’s incentives with portfolio growth. Given the small scale of the business and the use of a single clearing custodian, investment implementation is likely centralized and operationally streamlined.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices