Investment adviser · CRD 141661
PINNACLE CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
EAST SYRACUSE, NY, United States · Form ADV filed Apr 2, 2026
- Regulatory AUM
- $300M Form ADV · Item 5.F
- Client accounts
- 538 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 445 | $138,424,615 | 46.1% |
| High-net-worth individuals | 41 | $65,530,009 | 21.8% |
| Other clients | 19 | $59,911,691 | 19.9% |
| Investment companies | 1 | $31,096,986 | 10.3% |
| Charities | 5 | $4,017,384 | 1.3% |
| Corporations & businesses | Fewer than 5 | $1,490,366 | 0.5% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2091296 · Apr 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
NEW YORK SERVICE AWARD FUND, EXCLUSIVE LPHedge Fund · Last reported Apr 3, 2023$6.51MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
COHEN FUND AUDIT SERVICES
PCAOB 925
INTERACTIVE BROKERS LLC
SEC 8-47257
PINNACLE INVESTMENTS, LLC
CRD 142910 · SEC 801-67860
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-5360748458
- Reported beneficial owners
- 23
- Minimum commitment
- $100K
Form ADV 1735796 · Apr 3, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PINNACLE AGGRESSIVE GROWTH GLOBAL/EXTENDED FUNDHedge Fund · Last reported Jul 2, 2020$4.93MGross asset value
Form D fundraising filings
Pinnacle Aggressive Growth Global/Extended Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
COHEN FUND AUDIT SERVICES
PCAOB 925
INTERACTIVE BROKERS LLC
SEC 8-47257
PINNACLE INVESTMENTS, LLC
CRD 142910 · SEC 801-67860
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-4280101175
- Reported beneficial owners
- 16
- Minimum commitment
- $100K
- Form D file number
- 021-181510
Form ADV 1441517 · Jul 2, 2020 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 2, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
5845 WIDEWATERS PARKWAY, SUITE 300EAST SYRACUSE, NY, 13057, United States
CRD 141661
Filing source
Form ADV 2091296 · Apr 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.