SourcingSourcing

PINNACLE PARTNER MANAGEMENT LLC

C45
CRD 324639·SEC 801-129116·SEATTLE, WA
AUM
$264.6M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$794K
@ 30% margin
Est. Deal Value
$6.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PINNACLE PARTNER MANAGEMENT LLC
CRD
324639
SEC file #
801-129116
EIN
934966786
DBA names
—

Economics

AUM
$264.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$264.6M → $264.6M▬ 0%
Client mix
Pooled Investment Vehicles13

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/29/2025
ADV-W filed at
—
Website
linkedin.com/company/pinnacle-partners-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BACKER, LEO, MITCHELL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BACKER, LEO, MITCHELL
FEINSTEIN, JEFFREY, Harte
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002012393
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-02-20
Edgar Last Filing Date
2024-02-20
Edgar Form D Count
1
Edgar Form D Offerings
2024-02-202024-02-20 · 0002012393-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Jpmorgan6
E*trade4
Edgar Addresses
Mailing
1421 34TH AVENUE, SUITE 215SEATTLE, WA 98122
Business
1421 34TH AVENUE, SUITE 215SEATTLE, WA 98122
Edgar EIN
934966786
Edgar Recent Filings
D2024-02-20 · 0002012393-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7826915
Trust Company Affiliate
No

People (4)

4
BACKER, LEO, MITCHELL
Direct Owner · 62.5%
7826915
Jeffrey Harte Feinstein
Direct Owner · 62.5%
6211363
Blake Mitchell Backer
IAR
7860336
Navid Ahwazi
IAR
8028991