Pinnacle Holdings, LLC
● SEC registered since 2000CRD 108086SEC# 801-57298Tulsa, OK
Ranks #3,875 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$508.3M
Fund GAV
$64.9M
Private funds
3
Employees
7
Accounts
496
Location
Tulsa, OK
Pinnacle Holdings, LLC assets under management
Pinnacle Holdings, LLC operates as an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2000. It reports $508.3 million in regulatory assets under management and employs 7 people. Pinnacle Holdings, LLC manages 3 private funds with combined gross assets of $64.9 million, including Pinnacle Income Partners II LLC. By regulatory assets, it ranks 3,875 of 6,030 private fund managers.
Pinnacle Holdings, LLC private funds
3 funds · $64.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Pinnacle Income Partners II LLC | Hedge | $24.1M | $250K |
| Pinnacle Acquisition Fund II | Hedge | $23M | $100K |
| Coronado Capital LLC | Securitized Asset | $17.8M | $100K |
Pinnacle Holdings, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aimee Nicole Boyer | Partner | Under 5% | 2017 |
| Carol Virginia Poarch | Partner | Under 5% | 1998 |
| David Monroe Poarch Control | Managing Partner/Chief Compliance Officer | 10-25% | 1996 |
| Dorothy Lou Roberts | Partner | Under 5% | 1996 |
| James Andrew Posey | Member | 5-10% | 2007 |
| Jayme Don Fowler | Investment Advisor | Under 5% | 2023 |
| Lamont Edward Cavanaugh | Partner | Under 5% | 2007 |
| Mimosa Tree Capital Investment III, LLC | Partner | Under 5% | 2005 |
| R. Brett Kramer Trust B | Partner | Under 5% | 2015 |
| Robert Brett Kramer Control | Managing Partner | 10-25% | 1996 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Holdings, LLC manage?
Pinnacle Holdings, LLC reports $508.3 million in regulatory assets under management on its Form ADV.
How many private funds does Pinnacle Holdings, LLC manage?
Pinnacle Holdings, LLC manages 3 private funds with combined gross assets of $64.9 million.
How many employees does Pinnacle Holdings, LLC have?
Pinnacle Holdings, LLC reports 7 employees.
Where is Pinnacle Holdings, LLC located?
Pinnacle Holdings, LLC is based in Tulsa, OK and has been SEC-registered since 2000.
Does Pinnacle Holdings, LLC disclose fund performance?
Pinnacle Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1616 East 15th Street, Tulsa, OK 74120 |
| Phone | 918-582-6864 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1411784 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$508.3M▲ 12%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,306 advisers
AUM vs fund managersTop 64%
Larger than 36% of 6,030 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$508.3Mregulatory AUM
Discretionary $491.5MNon-discretionary $16.8M
Fund type mix
Hedge2
Securitized Asset1
Service providers
Prime broker
Custodian
Administrator