RIA Intelligence

PINNACLE PARTNER MANAGEMENT LLC

CRD #324639 SEC #801-129116 SEATTLE, WA 206 369-2380
SEC Registered Private Funds
Total AUM
$264.6M
Discretionary
$264.6M
Employees
6
Clients
0
Accounts
13

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HEFFERNAN, SANDRA, JEANICHIEF COMPLIANCE OFFICERNA
HEFFERNAN, SANDRA, JEANICHIEF COMPLIANCE OFFICERNA
Heffernan, SandraICHIEF COMPLIANCE OFFICERNA
BACKER, LEO, MITCHELLICO-MANAGERD Control
BACKER, LEO, MITCHELLICO-MANAGERD Control
BACKER, LEO, MITCHELLICO-MANAGERD Control
BACKER, LEO, MITCHELLICO-MANAGERD Control
BACKER, LEO, MITCHELLICO-MANAGERD Control
Backer, LeoICO-MANAGERD Control
FEINSTEIN, JEFFICO-MANAGERD Control
FEINSTEIN, JEFFREY, HAROLDICO-MANAGERD Control
FEINSTEIN, JEFFREY, HAROLDICO-MANAGERD Control
FEINSTEIN, JEFFREY, HarteICO-MANAGER, CHIEF COMPLIANCE OFFICERD Control
FEINSTEIN, JEFFREY, HarteICO-MANAGER, CHIEF COMPLIANCE OFFICERD Control
FEINSTEIN, JEFFREY, HarteICO-MANAGER, CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 29, 2025 REGISTERED

Notice Filings (2)

CA WA

Address

1421 34TH AVE
SUITE 215
SEATTLE, WA 98122
United States
Phone: 206 369-2380