Pinnacle

Company Profile

Pinnacle is a fund manager in Tulsa with $374.77 mm assets under management.

Website

Incorporated

Location

Fiscal year end

Industry

SEC CIK

IRS number

204065035

SEC advisor number

801-57298

FINRA CRD number

108086

AUM ?

$374.77 mm (as of 5 Apr 22)

Accounts

404 (as of 5 Apr 22)

Employees

8 (6 investment advisory or research)

Address

Pinnacle
233 SOUTH DETROIT AVENUE
SUITE 100
TULSA
OK 74120

Office hours

Monday - Friday, 8:00 AM - 5:00 PM

Phone

918-582-6864

Brochures

Owner	Title	From	%Ownership
Poarch, David, Monroe	Managing Partner/chief Compliance Officer	02/1996	10-25%
Kramer, Robert, Brett	Managing Partner	02/1996	10-25%
Burghart, Susan, Hoke Smith	Member	01/2007	5-10%
Posey, James, Andrew	Member	01/2007	5-10%
Roberts, Edward, Vaden	Partner	03/1996	< 5%
Roberts, Dorothy, Lou	Partner	03/1996	< 5%
Poarch, Carol, Virginia	Partner	12/1998	< 5%
Posey, Timothy, Steven	General Counsel	11/1996	< 5%
Boyer, Aimee, Nicole	Partner	01/2017	< 5%
Cavanaugh, Lamont, Edward	Partner	01/2007	< 5%
Swimmer, Ross, Owen	Partner	06/2009	< 5%
R. Brett Kramer Trust B	Partner	06/2015	< 5%
Mimosa Tree Capital Investment III, LLC	Partner	06/2005	< 5%
William S. Smith Revocable Living Trust	Trustee	03/2021	5-10%
Trust Company of Oklahoma	Trustee	03/2021

Fund structure	AUM	Fund type
Pinnacle Investment Advisors	$374.77 mm
Coronado Capital LLC	$18.49 mm	Securitized Asset Fund
Pinnacle Acquisition Fund II	$16.53 mm	Hedge Fund
Pinnacle Income Partners II LLC	$15.69 mm	Hedge Fund