Pinnacle Investment Advisors

Read About Hedge Funds

Key Facts

HeadquartersTulsa, OK
AUM$571 million
AUM as ofSeptember 29, 2017


Pinnacle Investment Advisors is a hedge fund based in Tulsa, OK. It was founded in 02/2000. They hold $571 million in assets under management as of September 29, 2017. Read their Plain English Brochure.

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Coronado Capital LLC 0.017 securitized asset fund 100,000 30 30.0 JP Morgan
Pinnacle Acquisition Fund II 0.021 hedge fund 100,000 41 10.0 JP Morgan
Pinnacle Income Partners II LLC 0.023 hedge fund 250,000 69 5.0
Pinnacle Income Partners LLC 0.022 hedge fund 250,000 22 3.0
Pinnacle Resource Dividend Fund LLC 0.005 hedge fund 100,000 20 6.0

Key People

Susan BurghartMember Owner or Officer5 to 10%
Robert KramerManaging Partner Owner or Officer10 to 25%
David PoarchManaging Partner/Chief Compliance Officer Owner or Officer10 to 25%
James PoseyMember Owner or Officer5 to 10%
William SmithMember Owner or Officer5 to 10%
Brent WrightMember Owner or Officer5 to 10%