{
  "crd_number": 324639,
  "slug": "pinnacle-partner-management-llc-seattle-wa-324639",
  "primary_business_name": "PINNACLE PARTNER MANAGEMENT LLC",
  "legal_name": "PINNACLE PARTNER MANAGEMENT LLC",
  "dbas": [],
  "city": "Seattle",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-11-27",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-09",
  "carried_forward": false,
  "raum_total": 287277625.0,
  "raum_discretionary": 287277625.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 287277625.0,
      "count": 13
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/pinnacle-partners-llc",
    "https://pinnacleoz.com/en-us"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324639",
  "city_as_filed": "SEATTLE",
  "url": "https://advisorcensus.com/firm/pinnacle-partner-management-llc-seattle-wa-324639",
  "display_name": "Pinnacle Partner Management LLC",
  "summary": "Pinnacle Partner Management LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.",
  "citation": "AdvisorCensus. Pinnacle Partner Management LLC (CRD 324639): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Pinnacle Partner Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pinnacle Partner Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Pinnacle Partner Management LLC located?",
      "a": "Pinnacle Partner Management LLC's principal office is in Seattle, WA, according to its Form ADV."
    },
    {
      "q": "Is Pinnacle Partner Management LLC registered with the SEC or a state?",
      "a": "Pinnacle Partner Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324639."
    },
    {
      "q": "How much does Pinnacle Partner Management LLC manage?",
      "a": "Pinnacle Partner Management LLC reports $287,277,625 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Pinnacle Partner Management LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Pinnacle Partner Management LLC: Regulatory assets under management: $223,617,847 in the October 2024 data and $287,277,625 in the October 2026 data, up 28%. Total employees: 6 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pinnacle Partner Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13)."
    },
    {
      "q": "Does Pinnacle Partner Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324639"
    },
    {
      "q": "What changed in Pinnacle Partner Management LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 223617847.0,
      "total_employees": 6,
      "filing_date": "2024-05-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 264630501.0,
      "total_employees": 6,
      "filing_date": "2025-03-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 287277625.0,
      "total_employees": 6,
      "filing_date": "2026-09-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pinnacle-partner-management-llc-seattle-wa-324639.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 287277625.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324639",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}