Pinnacle Partner Management Llc
- Regulatory AUM
- $265M
- Discretionary
- $265M
- Clients
- 13
- Avg AUM / client
- $20.4M
- Accounts
- 13
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 29, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $265M | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $224M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pinnacle Partners Opportunity Zone Fund Viii Lp | Real Estate Fund | Delaware | $67.1M | 99 |
| Rainier Oz Llc | Real Estate Fund | Washington | $41.3M | 59 |
| Brooklyn Basin Oz Llc | Real Estate Fund | Washington | $22.4M | 40 |
| Iron Bridge Qof Llc | Real Estate Fund | Washington | $21.7M | 50 |
| Pinnacle Berkeley Oz Llc | Real Estate Fund | Delaware | $18.3M | 41 |
| Heartwood Oz Llc | Real Estate Fund | Washington | $15.8M | 37 |
| Tacoma Oz Llc | Real Estate Fund | Washington | $15.8M | 18 |
| La Grand, Llc | Real Estate Fund | Washington | $11.9M | 12 |
| Pinnacle Berkeley Student Housing Oz Llc | Real Estate Fund | Delaware | $4.6M | 5 |
| Pinnacle Partners Canton Lofts, Llc | Real Estate Fund | Washington | $4.6M | 24 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Backer, Leo, Mitchell | Co Manager | Dec 2018 (8y) | 50% – 75% | |
| Jeffrey Harte Feinstein | Co Manager, Chief Compliance Officer | Dec 2018 (8y) | 50% – 75% | |
| Blake Mitchell Backer | Registered representative | Mar 2024 (2y) | ||
| Navid Ahwazi | Registered representative | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $224M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pinnacle Partners Opportunity Zone Fund Viii Lp | Real Estate Fund | $67.1M | $500K | 99 |
| Rainier Oz Llc | Real Estate Fund | $41.3M | $500K | 59 |
| Brooklyn Basin Oz Llc | Real Estate Fund | $22.4M | $500K | 40 |
| Iron Bridge Qof Llc | Real Estate Fund | $21.7M | $250K | 50 |
| Pinnacle Berkeley Oz Llc | Real Estate Fund | $18.3M | $500K | 41 |
| Heartwood Oz Llc | Real Estate Fund | $15.8M | $500K | 37 |
| Tacoma Oz Llc | Real Estate Fund | $15.8M | $500K | 18 |
| La Grand, Llc | Real Estate Fund | $11.9M | $500K | 12 |
| Pinnacle Berkeley Student Housing Oz Llc | Real Estate Fund | $4.6M | $0 | 5 |
| Pinnacle Partners Canton Lofts, Llc | Real Estate Fund | $4.6M | $500K | 24 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2025 | 3.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2025.
View current Form ADV (SEC/IAPD) ↗