Investment adviser · CRD 324639
PINNACLE PARTNER MANAGEMENT LLC
Investment adviser filing (IA)
SEATTLE, WA, United States · Form ADV filed Sep 9, 2026
- Regulatory AUM
- $287M Form ADV · Item 5.F
- Client accounts
- 13 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Pooled investment vehicles | 13 | $287,277,625 | 100.0% |
Filing source
Form ADV 2130553 · Sep 9, 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
13 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.
PINNACLE PARTNERS OPPORTUNITY ZONE FUND VIII LPReal Estate Fund · Last reported Sep 9, 2026$90.7MGross asset value
Form D fundraising filings
Pinnacle Partners Opportunity Zone Fund VIII, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NOVOGRADAC & COMPANY LLP.
PCAOB 474
Fund details & source
- Fund ID
- 805-4072985086
- Reported beneficial owners
- 134
- Minimum commitment
- $500K
- Form D file number
- 021-428402
Form ADV 2130553 · Sep 9, 2026 · 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.
RAINIER OZ LLCReal Estate Fund · Last reported Sep 9, 2026$41.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP.
PCAOB 474
Fund details & source
- Fund ID
- 805-6044453520
- Reported beneficial owners
- 59
- Minimum commitment
- $500K
- Form D file number
- 021-430697
Form ADV 2130553 · Sep 9, 2026 · 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.
BROOKLYN BASIN OZ LLCReal Estate Fund · Last reported Sep 9, 2026$22.4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP.
PCAOB 474
Fund details & source
- Fund ID
- 805-5034079536
- Reported beneficial owners
- 40
- Minimum commitment
- $500K
- Form D file number
- 021-489269
Form ADV 2130553 · Sep 9, 2026 · 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.
IRON BRIDGE QOF LLCReal Estate Fund · Last reported Sep 9, 2026$21.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP.
PCAOB 474
Fund details & source
- Fund ID
- 805-6741880369
- Reported beneficial owners
- 50
- Minimum commitment
- $250K
- Form D file number
- 021-458077
Form ADV 2130553 · Sep 9, 2026 · 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.
LA GRAND, LLCReal Estate Fund · Last reported Sep 9, 2026$21MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP.
PCAOB 474
Fund details & source
- Fund ID
- 805-4249946281
- Reported beneficial owners
- 16
- Minimum commitment
- $500K
- Form D file number
- 021-349353
Form ADV 2130553 · Sep 9, 2026 · 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 BERKELEY OZ LLCReal Estate Fund · Last reported Sep 9, 2026$18.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP.
PCAOB 474
Fund details & source
- Fund ID
- 805-3279818855
- Reported beneficial owners
- 41
- Minimum commitment
- $500K
- Form D file number
- 021-385840
Form ADV 2130553 · Sep 9, 2026 · 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.
HEARTWOOD OZ LLCReal Estate Fund · Last reported Sep 9, 2026$15.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP.
PCAOB 474
Fund details & source
- Fund ID
- 805-2143822148
- Reported beneficial owners
- 37
- Minimum commitment
- $500K
- Form D file number
- 021-384427
Form ADV 2130553 · Sep 9, 2026 · 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: Sep 9, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
3403 E VALLEY ST, SUITE 215SEATTLE, WA, 98112, United States
CRD 324639
Filing source
Form ADV 2130553 · Sep 9, 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.