Pinnacle Stream Capital LLC

Overview

Pinnacle Stream Capital LLC is a small, fee-based registered investment adviser that provides discretionary portfolio management to both individuals and institutional clients. The firm charges a percentage-of-AUM advisory fee and focuses its client work on direct portfolio stewardship rather than pension consulting, multi-state servicing, or ESG-driven mandates. Filings show a clear tilt toward publicly traded equities as the primary investment vehicle, with equity exposures delivered through separately managed accounts and pooled vehicles. The firm’s stated advisory activities cover discretionary portfolio management for individuals, small businesses and institutional entities. Its operating profile suggests a boutique adviser model: limited client base, concentrated assets, and a hands-on approach to managing equity allocations. Custodial choices and the asset mix indicate the firm favors liquid, exchange-traded instruments for its core allocations while supplementing those with mutual funds and third‑party real estate strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices