Form D · Private Equity Fund

Pinnacle Berkeley OZ LLC

Seattle, WA · CIK 0001835117

Offering snapshot reported Jan 11, 2021 · SEC filing

Reported sold
$5.34M
Offering amount: $20M
Investors reported
18
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 28, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 11, 2021Initial$5,335,000No comparison18SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-385840

Source: Form D, filed Jan 11, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PINNACLE BERKELEY OZ LLC

Investment adviser: PINNACLE PARTNER MANAGEMENT LLC

Gross asset value
$18.3M
Beneficial owners
41
ADV minimum commitment
$500K

Reported in Form ADV on Sep 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor NOVOGRADAC & COMPANY LLP. SAN FRANCISCO, California, United States
Custodian WASHINGTON TRUST BANK SPOKANE, Washington, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

NOVOGRADAC & COMPANY LLP.
PCAOB 474

Filing source

Form ADV 2130553 · Sep 9, 2026 · Schedule D 7.B.(1), fund 805-3279818855

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Leo Backer Executive
A Washington Limited Liability Company Pinnacle Partner Management, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1421 34 Th Avenue, Suite 215
Seattle, WA, 98122