PINNACLE VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BURLINGAME, California
CRD number
148908
Registered since
March 19, 2012

Firm profile

FINTRX

Overview

Pinnacle Ventures is a limited liability company that has been SEC-registered since 2012 and operates as an individual-owned advisory firm. The firm functions as an adviser and sponsor, acting as general partner and managing member of pooled investment vehicles, which aligns with its focus on managing private funds rather than a broad retail advisory practice. Investment activity concentrates on private-market allocations. Pinnacle Ventures structures and advises multiple private funds—chiefly venture capital—while also using third-party mutual funds where appropriate. The firm does not present itself as an active ESG investor and is not set up as a multi-state adviser or pension consultant; its model is centered on pooled vehicle management and direct allocations into alternative strategies.

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

Owners & executives

1 of 1
  • ROBERT SAVOIE

    Partner, COOCRD 2882943

Contacts

1 of 1
  • KENNETH PELOWSKI

    Managing Partner & Co-FounderCRD 6028804

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BURLINGAME, CA

SAN MATEO

Location

BURLINGAME, CA

Headquartered in BURLINGAME, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1325 Howard Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth