PINNACLE CAPITAL MANAGEMENT, LLC

Latest filing: Apr 03, 2024 (210 days ago)

AUM

$253,625,577
10% change vs. 1 year ago
100% change vs. 3 years ago
76% change vs. 5 years ago
148% change vs. 10 years ago

Employee Count

5
-17% change vs. 1 year ago
-17% change vs. 3 years ago
-29% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

EAST SYRACUSE, NY
5845 WIDEWATERS PARKWAY, EAST SYRACUSE, NY, UNITED STATES, 13057

Client AUM

Discretion AUM
Discretionary $0.2
Non-Discretionary $0.1
Total $0.3
Client AUM
Retail $0.2
Pooled $0.0
Institutional $0.1
Total $0.3
Retail Accounts AUM
Individual 435 $0.1
Average Individual AUM $283,906
HNW 25 $0.0
Average HNW AUM $1,480,192
Retail Total 460 $0.2
Average Retail AUM $348,922

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
WELLS FARGO CLEARING SERVICES, LLC ST. LOUIS-MO-USA $0.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.2
Retail SMA AUM $0.2
Institutional SMA AUM $0.1
Asset Class % AUM
Equity Exch 67% $0.1
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 1% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 25% $0.1
Other Pools 0% $0.0
Cash 7% $0.0
Other 0% $0.0
Total 100% $0.2

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
PINNACLE INVESTMENTS, LLC $1.0 broker-dealer 142910
CONFIDENTIAL PLANNING I, LLC $0.1 145807

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $0.3 $0.0 0% 5 0 0%
2024-04-02 $0.2 $0.0 10% 6 -1 -17%
2023-04-04 $0.2 $0.0 10% 6 -1 -17%
2022-04-01 $0.2 $0.1 61% 3 2 67%
2021-04-05 $0.1 $0.1 100% 6 -1 -17%
2020-04-01 $0.1 $0.1 84% 6 -1 -17%
2019-04-01 $0.1 $0.1 76% 7 -2 -29%
2018-04-02 $0.1 $0.1 91% 8 -3 -38%
2017-04-01 $0.1 $0.1 91% 8 -3 -38%
2016-04-01 $0.1 $0.1 135% 5 0 0%
2015-04-01 $0.1 $0.2 148% 5 0 0%
2014-04-01 $0.1 $0.2 148% 5 0 0%
2013-04-01 $0.1 $0.2 262% 5 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, MA-04/05/2021, NY-04/05/2021
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (SMB)
NEWSLETTERS
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV