Pinnacle Investment Advisors
Asset Manager SEC-registered adviser
Legal name: Pinnacle Holdings, LLC
Tulsa, OK Website
AUM
$508.3M
Regulatory AUM
Private funds
3
Hedge Fund 2 · Securitized Asset 1
Private fund assets
$64.9M
Gross asset value
Employees
7
Last Form D raise
—
From SEC Form ADV filing (filed Mar 5, 2026). View on SEC
People(11)
Owners and executive officers named on the firm's SEC Form ADV.
A
C
D
J
R
R
Funds(3)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Pinnacle Income Partners II LLC | Hedge Fund | $24.1M | — | — | — | |
| Pinnacle Acquisition Fund II | Hedge Fund | $23.0M | — | — | — | |
| Coronado Capital LLC | Securitized Asset | $17.8M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 108086
- SEC file number
- 801-57298
- CIK
- 1411784
Sources
- SEC Form ADV Oct 14, 2026