Pinnacle is a fund manager in Tulsa with $374.77 mm assets under management.
Company profile
Website
Employees
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
233 SOUTH DETROIT AVENUE
SUITE 100
TULSA
OK 74120
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
918-582-6864
Ownership
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 |
Ownership
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 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22