Form D · Hedge Fund
PINNACLE OPPORTUNITY FUND, L.P.
New York, NY · CIK 0001108885
Offering snapshot reported Jun 16, 2026 · SEC filing
- Reported sold
- $17.6M Indefinite offering
- Investors reported
- 82 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 1, 2000 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 16, 2026 | Amendment | $17,617,386 | $0vs May 30, 2025 | 82 | SEC filing |
| May 30, 2025 | Amendment | $17,617,386 | $0vs May 31, 2024 | 82 | SEC filing |
| May 31, 2024 | Amendment | $17,617,386 | $68,000vs Jun 9, 2023 | 82 | SEC filing |
| Jun 9, 2023 | Amendment | $17,549,386 | $0vs Jun 10, 2022 | 82 | SEC filing |
| Jun 10, 2022 | Amendment | $17,549,386 | $15,000vs Jun 11, 2021 | 82 | SEC filing |
| Jun 11, 2021 | Amendment | $17,534,386 | $50,000vs Jun 12, 2020 | 80 | SEC filing |
| Jun 12, 2020 | Amendment | $17,484,386 | $1,815,000vs Jun 12, 2019 | 82 | SEC filing |
| Jun 12, 2019 | Amendment | $15,669,386 | $1,378,000vs Jun 12, 2018 | 81 | SEC filing |
| Jun 12, 2018 | Amendment | $14,291,386 | $1,444,386vs Jun 12, 2017 | 79 | SEC filing |
| Jun 12, 2017 | Amendment | $12,847,000 | $444,800vs Jun 10, 2016 | 76 | SEC filing |
| Jun 10, 2016 | Amendment | $12,402,200 | $124,000vs Jun 12, 2015 | 73 | SEC filing |
| Jun 12, 2015 | Amendment | $12,278,200 | $772,199vs Jun 12, 2014 | 68 | SEC filing |
| Jun 12, 2014 | Amendment | $11,506,001 | $227,000vs Jun 19, 2013 | 66 | SEC filing |
| Jun 19, 2013 | Initial | $11,279,001 | No comparison | 66 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-198269
Source: Form D, filed Jun 16, 2026. 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 OPPORTUNITY FUND, L.P.
Investment adviser: PINNACLE ASSOCIATES, LTD.
- Gross asset value
- $21.9M
- Beneficial owners
- 49
- ADV minimum commitment
- $100K
Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ASSURANCE DIMENSIONS
PCAOB 5036
TD AMERITRADE, INC.
SEC 8-23395
Filing source
Form ADV 2080761 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-4514083574
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.
| Name | Reported role |
|---|---|
| James F. Ferrare | Executive |
| Peter Marron | Executive |
| John Passios | Executive |
| Thomas Passios | Executive |
| Pinnacle Associates, Ltd. | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10017