# Pinnacle Partner Management LLC

> 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.

- CRD: 324639
- Filed as: PINNACLE PARTNER MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324639
- AdvisorCensus page: https://advisorcensus.com/firm/pinnacle-partner-management-llc-seattle-wa-324639

## Quick answers

**How is Pinnacle Partner Management LLC compensated?**
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.

**Where is Pinnacle Partner Management LLC located?**
Pinnacle Partner Management LLC's principal office is in Seattle, WA, according to its Form ADV.

**Is Pinnacle Partner Management LLC registered with the SEC or a state?**
Pinnacle Partner Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324639.

**How much does Pinnacle Partner Management LLC manage?**
Pinnacle Partner Management LLC reports $287,277,625 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**How have Pinnacle Partner Management LLC's assets and staff changed since 2024?**
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.

**What types of clients does Pinnacle Partner Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13).

**Does Pinnacle Partner Management LLC report any disciplinary disclosures?**
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

**What changed in Pinnacle Partner Management LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $287,277,625
- Discretionary: $287,277,625
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $287,277,625 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pinnacleoz.com/en-us
- LinkedIn @pinnacle-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $223,617,847 | 6 | May 14, 2024 |
| October 2025 | $264,630,501 | 6 | March 29, 2025 |
| October 2026 | $287,277,625 | 6 | September 9, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinnacle Partner Management LLC (CRD 324639): Form ADV filing data as of October 2026.