Form D · Other Banking and Financial Services

Pinnacle Partners Opportunity Zone Fund VIII, LP

Seattle, WA · CIK 0001903106

Offering snapshot reported Dec 26, 2023 · SEC filing

Reported sold
$66M
Offering amount: $200M
Investors reported
94
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Dec 23, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$33M$66MJan 7, 2022: $17,958,300.00Jan 7, 2022Jan 9, 2023: $57,775,031.00Jan 9, 2023Dec 26, 2023: $65,982,773.00Dec 26, 2023

Dates 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.

  • Reported sold$57,775,031 → $65,982,773
  • Reported investors67 → 94

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 26, 2023Amendment$65,982,773$8,207,742vs Jan 9, 202394SEC filing
Jan 9, 2023Amendment$57,775,031$39,816,731vs Jan 7, 202267SEC filing
Jan 7, 2022Initial$17,958,300No comparison24SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06c, 3C.1, 3C.5, 3C.6
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-428402
Limited partnership interests; General Partner has sole discretion to accept a lesser minimum investment of $500,000

Source: Form D, filed Dec 26, 2023. 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 PARTNERS OPPORTUNITY ZONE FUND VIII LP

Investment adviser: PINNACLE PARTNER MANAGEMENT LLC

Gross asset value
$90.7M
Beneficial owners
134
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

Fund administrator BMMS PARTNERS, PLLC BELLEVUE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor NOVOGRADAC & COMPANY LLP. SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE, N.A. PORTLAND, Oregon, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

NOVOGRADAC & COMPANY LLP.
PCAOB 474

Filing source

Form ADV 2130553 · Sep 9, 2026 · Schedule D 7.B.(1), fund 805-4072985086

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
Jeff Feinstein Executive
Sandi Heffernan Executive
Jill Homan Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
C/O Pinnacle Oz Gp, Llc 1421 34 Th Avenue, Suite 215
Seattle, WA, 98122