Investment adviser · CRD 298541

PINNACLE INVESTMENT MANAGEMENT LIMITED

Investment adviser filing (IA)

SYDNEY, NEW SOUTH WALES, Australia · Form ADV filed Oct 8, 2019

Regulatory AUM
$38.1B
Form ADV · Item 5.F
Client accounts
13
Accounts, not individual clients
Employees
70
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Other investment advisers13$38,053,519,163100.0%
Filing source

Form ADV 1347355 · Oct 8, 2019 · 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

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Oct 8, 2019. View historical filings

Reported services

Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

LEVEL 35, 60 MARGARET STREET
SYDNEY, NEW SOUTH WALES, NSW 2000, Australia

CRD 298541

Filing source

Form ADV 1347355 · Oct 8, 2019 · 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.