Form D · Other Real Estate

Pinnacle Trilogy BTR OZ Fund I, LP

Seattle, WA · CIK 0002012393

Offering snapshot reported Feb 20, 2024 · SEC filing

Reported sold
$450K
Offering amount: $8.4M
Investors reported
2
Form D · investor count
Minimum accepted
$200K
Reported outside-investor minimum
First sale
Feb 5, 2024
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
Feb 20, 2024Initial$450,000No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-505561

Source: Form D, filed Feb 20, 2024. 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 TRILOGY BTR OZ FUND I LP

Investment adviser: PINNACLE PARTNER MANAGEMENT LLC

Gross asset value
$5.87M
Beneficial owners
11
ADV minimum commitment
$200K

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 HIGH DIVIDE MANAGEMENT SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor NOVAGRADIC & COMPANY SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE SEATTLE, Washington, United States Related to adviser: No
Custodian WASHINGTON TRUST BANK SEATTLE, Washington, 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

NOVAGRADIC & COMPANY
PCAOB 474

Filing source

Form ADV 2130553 · Sep 9, 2026 · Schedule D 7.B.(1), fund 805-8621515007

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 Director, Executive, Promoter
Jeff Feinstein Director, Executive, Promoter
Jason Joseph Director, Executive
Tic Oz Jv Member Llc Director
Trilogy Investment Company Llc Director
Pinnacle Trilogy Gp Llc Director, Promoter
Pinnacle Partner Management Llc Director, Promoter
Michael Nolan Director, Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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