Pinnacle Stream Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 323426
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.72%
- Charitable Organizations17.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pinnacle Stream Capital LLC is an independent, individual-owned registered investment adviser that provides discretionary portfolio management to both individuals/families and to business or institutional clients. The firm charges fees as a percentage of assets under management and focuses on managing separately managed accounts with an equity preference. It does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or a dedicated capital allocator. Core advisory services are portfolio management for individuals/small businesses and for businesses or institutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
2 of 2Varun Singh
Co-Founder, Investment Advisor RepresentativeCRD 4687789
Lan Dong
Co-FounderCRD 4370840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations