PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:58 AM ET

Sponsor Check › Sponsor group

P

Pinnacle

One sponsor team, 18 deal companies · Seattle, WA

Grouped because: 4 shared people, 5 shared management entities, same business address (17 issuers), similar issuer names (11) (automatic match from the filings) · not the same sponsor?

18deal companies
$152.3Mreported sold
266investors
26Form D filings
2019–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Mar 24, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Pinnacle is a sponsor group of 18 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 26 Form D filings between Jun 2019 and Mar 2026.

What this means One team, 18 deal companies, about 7 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $152.3M to 266 investors (latest filing per issuer). Industries as reported: Other Real Estate (15), Pooled Investment Fund (2), Other Banking and Financial Services (1). Issuers are based in WA (15), GA (3).

What this means $152.3M raised across the group, about $573K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Jeff Feinstein (16 issuers, executive officer, director, and promoter), Leo Backer (15 issuers, executive officer, director, and promoter), Pinnacle Partner Management, L.L.C. (8 issuers, executive officer, director, and promoter, entity), Jason Joseph (5 issuers, executive officer and director), Michael Nolan (5 issuers, executive officer and director) and 9 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 1 new offering in the last 12 months; latest filing Mar 24, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: PINNACLE PARTNER MANAGEMENT LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 13 court cases matching the name, 8 bankruptcy cases matching the name listed in Key records below.

What this means 21 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 26 public filings for Pinnacle and found 8 differences: 4 Form Ds were filed more than 15 days after the first sale; Offering amount changed between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Pinnacle has not run yet — it is joining a line of 2,745 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

13 cases: 8 closed (disposition not in docket feed), 5 dismissed

Pinnacle, Inc. v. Pineland Bank closed matched at sponsor-group level (Pinnacle)
District Court, W.D. Kentucky · No. 5:24-cv-00143 · Filed Aug 29, 2024 · Closed Oct 10, 2024
Role of Pinnacle, Inc.: Plaintiff · Outcome: Terminated 2024-10-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in KY (not the issuer's state)
Metroplex Transportation LLC v. La Grand Elite Limousine Sales, LLC closed
District Court, E.D. Texas · No. 4:24-cv-00292 · Filed Apr 4, 2024 · Closed May 1, 2024
Role of Metroplex Transportation LLC v. La Grand Elite Limousine Sales, LLC: Party · Outcome: Terminated 2024-05-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
FONTAINE, ET AL v. PINNACLE, INC., ET AL closed matched at sponsor-group level (Pinnacle)
District Court, N.D. Illinois · No. · Filed Jul 24, 2017 · Closed Aug 11, 2017 · Nature of suit: 890 Other statutory actions
Role of PINNACLE, INC.: Defendant · Outcome: Terminated 2017-08-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state)
White v. Pinnacle LLC dismissed matched at sponsor-group level (Pinnacle)
District Court, E.D. Wisconsin · No. 2:17-cv-00628 · Filed May 2, 2017 · Closed May 30, 2017 · Nature of suit: 480 Consumer credit
Role of Pinnacle LLC: Defendant · Outcome: Terminated 2017-05-30 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in WI (not the issuer's state)
Fontaine v. Pinnacle, Inc. dismissed matched at sponsor-group level (Pinnacle)
District Court, N.D. Illinois · No. 1:15-cv-03569 · Filed Apr 23, 2015 · Closed Aug 11, 2017 · Nature of suit: 890 Other statutory actions
Role of Pinnacle, Inc.: Defendant · Outcome: Terminated 2017-08-11 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state); filed 2015, issuer incorporated 2019
Hammann v. Falls/Pinnacle L.L.C. closed matched at sponsor-group level (Pinnacle)
District Court, D. Minnesota · No. 0:09-cv-00432 · Filed Feb 23, 2009 · Closed May 8, 2009 · Nature of suit: 290 Other real property actions
Role of Pinnacle L.L.C.: Defendant · Outcome: Terminated 2009-05-08 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MN (not the issuer's state); filed 2009, issuer incorporated 2019
Pinnacle Corporation v. Netrisk, Inc closed matched at sponsor-group level (Pinnacle)
District Court, D. Connecticut · No. 3:99-cv-01169 · Filed Jun 21, 1999 · Closed Aug 17, 1999 · Nature of suit: 230 Rent, lease, ejectment
Role of Pinnacle Corporation: Plaintiff · Outcome: Terminated 1999-08-17 — FJC Integrated Database disposition: Remanded to U.S. agency Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state); filed 1999, issuer incorporated 2019
Pinnacle Corporation v. Long Term Capital dismissed matched at sponsor-group level (Pinnacle)
District Court, D. Connecticut · No. 3:99-cv-00700 · Filed Apr 15, 1999 · Closed Apr 29, 1999 · Nature of suit: 190 Other contract actions
Role of Pinnacle Corporation: Plaintiff · Outcome: Terminated 1999-04-29 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state); filed 1999, issuer incorporated 2019
United States v. API/Pinnacle Inc closed matched at sponsor-group level (Pinnacle)
District Court, W.D. North Carolina · No. 3:98-cr-00193 · Filed Jul 8, 1998 · Closed Aug 9, 1999
Role of Pinnacle Inc: Defendant · Outcome: Terminated 1999-08-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NC (not the issuer's state); filed 1998, issuer incorporated 2019; criminal docket
United States v. API/Pinnacle Inc closed matched at sponsor-group level (Pinnacle)
District Court, W.D. North Carolina · No. 3:98-cr-00193 · Filed Jul 8, 1998 · Closed Aug 9, 1999
Role of Pinnacle Inc: Defendant · Outcome: Terminated 1999-08-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NC (not the issuer's state); filed 1998, issuer incorporated 2019; criminal docket
Banque Paribas v. Pinnacle Corporation dismissed matched at sponsor-group level (Pinnacle)
District Court, D. Connecticut · No. 3:95-cv-00759 · Filed May 1, 1995 · Closed Sep 12, 1995 · Nature of suit: 220 Foreclosure
Role of Pinnacle Corporation: Defendant · Outcome: Terminated 1995-09-12 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state); filed 1995, issuer incorporated 2019
Pinnacle Corporation v. Anglo Amer Equity dismissed matched at sponsor-group level (Pinnacle)
District Court, N.D. Oklahoma · No. 4:92-cv-00028 · Filed Jan 14, 1992 · Closed Mar 17, 1993 · Nature of suit: 190 Other contract actions
Role of Pinnacle Corporation: Plaintiff · Outcome: Terminated 1993-03-17 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OK (not the issuer's state); filed 1992, issuer incorporated 2019
Pinnacle Corp v. Cntrl Ntnl INS CO Om closed matched at sponsor-group level (Pinnacle)
District Court, E.D. Michigan · No. 2:87-cv-72530 · Filed Jul 7, 1987 · Closed Jun 9, 1988
Role of Pinnacle Corp: Plaintiff · Outcome: Terminated 1988-06-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 1987, issuer incorporated 2019
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Pinnacle..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

8 cases: 8 closed (disposition not in docket feed)

Newhouse v. Pinnacle, Inc. closed matched at sponsor-group level (Pinnacle)
United States Bankruptcy Court, N.D. Texas · No. 03-03018 · Filed Jan 3, 2003 · Closed May 12, 2004
Role of Pinnacle, Inc.: Defendant · Outcome: Case closed 2004-05-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TX (not the issuer's state); filed 2003, issuer incorporated 2019
Pinnacle Corp. v. Long Term Capital Management, L.P. closed matched at sponsor-group level (Pinnacle)
United States Bankruptcy Court, D. Connecticut · No. 99-05060 · Filed Apr 15, 1999 · Closed Nov 30, 2000
Role of Pinnacle Corp.: Plaintiff · Outcome: Case closed 2000-11-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state); filed 1999, issuer incorporated 2019
Long Term Capital Management, L.P. v. Pinnacle Corp. closed matched at sponsor-group level (Pinnacle)
United States Bankruptcy Court, D. Connecticut · No. 98-05103 · Filed Nov 13, 1998 · Closed Oct 14, 1999
Role of Pinnacle Corp.: Defendant · Outcome: Case closed 1999-10-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state); filed 1998, issuer incorporated 2019
Pinnacle Corp. v. Long Term Capital Management, L.P. closed matched at sponsor-group level (Pinnacle)
United States Bankruptcy Court, D. Connecticut · No. 98-05009 · Filed Jan 20, 1998 · Closed Feb 23, 2000
Role of Pinnacle Corp.: Plaintiff · Outcome: Case closed 2000-02-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state); filed 1998, issuer incorporated 2019
1312 Lacbil Ltd. Partnership v. Pinnacle Corp. closed matched at sponsor-group level (Pinnacle)
United States Bankruptcy Court, D. Connecticut · No. 96-05021 · Filed Feb 12, 1996 · Closed Oct 26, 1999
Role of Pinnacle Corp.: Defendant · Outcome: Case closed 1999-10-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state); filed 1996, issuer incorporated 2019
Pinnacle Corp. v. United Parcel Service closed matched at sponsor-group level (Pinnacle)
United States Bankruptcy Court, D. Connecticut · No. 96-05002 · Filed Jan 3, 1996 · Closed Dec 17, 1996
Role of Pinnacle Corp.: Plaintiff · Outcome: Case closed 1996-12-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state); filed 1996, issuer incorporated 2019
Pinnacle Corp. v. Banque closed matched at sponsor-group level (Pinnacle)
United States Bankruptcy Court, D. Connecticut · No. 96-05003 · Filed Jan 3, 1996 · Closed Feb 22, 2000
Role of Pinnacle Corp.: Plaintiff · Outcome: Case closed 2000-02-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state); filed 1996, issuer incorporated 2019
Pinnacle Corp. closed matched at sponsor-group level (Pinnacle)
United States Bankruptcy Court, D. Connecticut · No. 95-51487 · Filed Oct 12, 1995 · Closed Dec 28, 2001
Role of Pinnacle Corp.: Debtor · Outcome: Case closed 2001-12-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state); filed 1995, issuer incorporated 2019
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

8 differences found between the filings for Pinnacle (compared 26 filings on Oct 24, 2026)

Note · Sep 4, 2019 – Jul 21, 2025

4 Form Ds were filed more than 15 days after the first sale

Form D filed 48 days after the first sale — REVE GRANT PARK QOZB LLC · Form D filed 48 days after the first sale — REVE REDAN QOZB LLC · Form D filed 48 days after the first sale — REVE BAYVALE QOZB LLC · Form D filed 16 days after the first sale — LA Grand, LLC

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Jul 21, 2025 ↗REVE GRANT PARK QOZB LLC — PartnerFacts page ↗Form D · Jul 21, 2025 ↗REVE REDAN QOZB LLC — PartnerFacts page ↗
Sources
Note · Jan 25, 2022 – Feb 7, 2023

Offering amount changed between filings — Rainier OZ LLC

The Jan 25, 2022 filing says $30,700,000 offered; the Feb 7, 2023 Form D/A says $38,200,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jan 25, 2022 ↗Form D/A (later) · Feb 7, 2023 ↗Rainier OZ LLC — PartnerFacts page ↗
Sources
Note · Sep 4, 2019 – Jul 21, 2025

12 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — REVE GRANT PARK QOZB LLC (latest filing Jul 21, 2025) · No amendment in the last 12 months on an offering that may still be open — REVE REDAN QOZB LLC (latest filing Jul 21, 2025) · No amendment in the last 12 months on an offering that may still be open — REVE BAYVALE QOZB LLC (latest filing Jul 21, 2025) · No amendment in the last 12 months on an offering that may still be open — Pinnacle Trilogy BTR OZ Fund I, LP (latest filing Feb 20, 2024) · No amendment in the last 12 months on an offering that may still be open — Pinnacle Partners Opportunity Zone Fund VIII, LP (latest filing Dec 26, 2023) · and 7 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Jul 21, 2025 ↗REVE GRANT PARK QOZB LLC — PartnerFacts page ↗Form D · Jul 21, 2025 ↗REVE REDAN QOZB LLC — PartnerFacts page ↗
Sources
Note · Feb 20, 2024 – Jul 21, 2025

Trilogy Investment Company, LLC is written 2 different ways on the filings

listed as "Trilogy Investment Company" on 3 filings (from Feb 20, 2024), and "Trilogy Investment Company, LLC" on 3 filings (from Jul 21, 2025).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Feb 20, 2024 ↗Form D · Jul 21, 2025 ↗Trilogy Investment Company, LLC — PartnerFacts page ↗
Sources
Note · Feb 20, 2024 – Jul 21, 2025

TIC OZ JV Member, LLC is written 2 different ways on the filings

listed as "TIC OZ JV Member" on 3 filings (from Feb 20, 2024), and "TIC OZ JV Member, LLC" on 3 filings (from Jul 21, 2025).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Feb 20, 2024 ↗Form D · Jul 21, 2025 ↗TIC OZ JV Member, LLC — PartnerFacts page ↗
Sources
Note · Jun 27, 2019 – Feb 20, 2024

Pinnacle Partner Management, L.L.C. is written 2 different ways on the filings

listed as "Pinnacle Partner Management, L.L.C." on 8 filings (from Jun 27, 2019), and "Pinnacle Partner Management" on the Feb 20, 2024 filing.

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jun 27, 2019 ↗Form D · Feb 20, 2024 ↗Pinnacle Partner Management, L.L.C. — PartnerFacts page ↗
Sources
Note · Jun 27, 2019 – Mar 24, 2026

Member companies were formed in 2 different states

Washington (10), Delaware (8) — out of 18 member issuers. The odd ones out: Pinnacle Berkeley OZ LLC (Delaware); Pinnacle Berkeley Student Housing OZ LLC (Delaware); Pinnacle Partners Opportunity Zone Fund VIII, LP (Delaware); Pinnacle Trilogy BTR OZ Fund I, LP (Delaware); Pinnacle Trilogy BTR OZ Fund II, LP (Delaware); REVE BAYVALE QOZB LLC (Delaware).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Pinnacle — sponsor group page ↗Pinnacle Berkeley OZ LLC — PartnerFacts page ↗Pinnacle Berkeley Student Housing OZ LLC — PartnerFacts page ↗Pinnacle Partners Opportunity Zone Fund VIII, LP — PartnerFacts page ↗
Sources
Note · Jun 27, 2019 – Mar 24, 2026

Member companies list addresses in 2 different states

WA (15), GA (3).

What this means The same team filing from more than one place can mean an office move or deals held by different entities. Ask where the sponsor actually operates.

Pinnacle — sponsor group page ↗REVE BAYVALE QOZB LLC — PartnerFacts page ↗REVE REDAN QOZB LLC — PartnerFacts page ↗REVE GRANT PARK QOZB LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

1 of 21 offerings reports sales commissions totalling $45,000; 0 report finder's fees; 12 report proceeds to related persons totalling $9,069,397. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 24, 2026 D/A
Pinnacle Trilogy BTR OZ Fund II, LP
File 021-533848
$45,000$0$2,625,000
To date, $145,642.31 have been paid to the GP for structuring and asset management fees. Up to $2,479,357.69 of additional structuring and asset management fees may be payable to the GP.
Emerson Equity LLC BrokerCheck CRD 130032 ↗EDGAR ↗
Nov 28, 2025 D
Heartwood QOZB LLC
File 021-565266
$0$0$308,770 (est.)
$104,000 Origination Fee to Pinnacle Partner Management L.L.C., and $204,770 Guarantee Fee to Great Expectations SPC.
None listed on this filingEDGAR ↗
Jul 21, 2025 D
REVE BAYVALE QOZB LLC
File 021-552336
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2025 D
REVE REDAN QOZB LLC
File 021-552334
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2025 D
REVE GRANT PARK QOZB LLC
File 021-552333
$0$0$0None listed on this filingEDGAR ↗
Jan 13, 2025 D
Pinnacle Hawthorn QOF LLC
File 021-535019
$0$0$0None listed on this filingEDGAR ↗
Feb 20, 2024 D
Pinnacle Trilogy BTR OZ Fund I, LP
File 021-505561
$0$0$294,000 (est.)
The GP is estimated to receive this amount for structuring the offering of the securities and asset management services.
None listed on this filingEDGAR ↗
Dec 26, 2023 D/A
Pinnacle Partners Opportunity Zone Fund VIII, LP
File 021-428402
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments or other distributions deemed made from the proceeds of the offering, including management fees. The amounts of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Aug 9, 2023 D
Brooklyn Basin OZ LLC
File 021-489269
$0$0$0None listed on this filingEDGAR ↗
Aug 8, 2023 D
Rainier OZ II LLC
File 021-489126
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2023 D/A
Rainier OZ LLC
File 021-430697
$0$0$2,573,000 (est.)
$764,000 acquisition fee, $90,000 administrative fee, and $1,719,000 estimated Qualified Opportunity Fund management fee to Pinnacle Partner Management L.L.C., the manager of the Issuer.
None listed on this filingEDGAR ↗
Sep 6, 2022 D
Iron Bridge QOF LLC
File 021-458077
$0 (est.)$0 (est.)$1,100,000 (est.)
Origination Fee and reserved QOF Management Fees paid to Pinnacle Partner Management L.L.C., Manager of Issuer.
None listed on this filingEDGAR ↗
Jul 7, 2022 D
Iron Bridge QOF LLC
File 021-451360
$0 (est.)$0 (est.)$621,834 (est.)
Origination Fee and reserved QOF Management Fees paid to Pinnacle Partner Management, L.L.C., manager of Issuer.
None listed on this filingEDGAR ↗
Nov 19, 2021 D/A
Pinnacle Berkeley Student Housing OZ LLC
File 021-417946
$0$0$0None listed on this filingEDGAR ↗
Jan 11, 2021 D
Pinnacle Berkeley OZ LLC
File 021-385840
$0$0$0None listed on this filingEDGAR ↗
Dec 28, 2020 D
Heartwood OZ LLC
File 021-384427
$0 (est.)$0 (est.)$646,793
Originating Fee $222,717; Administrative Fee $90,000; Management Fee Reserves $334,076
None listed on this filingEDGAR ↗
Jun 23, 2020 D
Brooklyn Basin OZ LLC
File 021-369443
$0$0$90,000 (est.)
$90,000 administrative fee to Manager
None listed on this filingEDGAR ↗
Dec 31, 2019 D
Tacoma OZ LLC
File 021-356805
$0$0$90,000 (est.)
$90,000 administrative fee to Manager
None listed on this filingEDGAR ↗
Dec 31, 2019 D
Rainier OZ LLC
File 021-356807
$0$0$90,000 (est.)
$90,000 administrative fee to Manager
None listed on this filingEDGAR ↗
Sep 20, 2019 D
LA Grand, LLC
File 021-349353
$0 (est.)$0 (est.)$440,000
$90,000 Company formation and Offering expenses; $350,000 Manager fees
None listed on this filingEDGAR ↗
Jun 27, 2019 D
Pinnacle Partners Canton Lofts, LLC
File 021-343020
$0 (est.)$0 (est.)$190,000 (est.)
Reimbursement of Expenses
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 18 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Pinnacle in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗PP Pinnacle Partners Canton Lofts, LLCshared people, shared management entity, same business addressSEATTLE, WAOther Real Estate1$4,374,500
offering $4,374,500 · similar: $2,250,000–$16,950,000
24
similar: 5–32
$500,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗LG LA Grand, LLCshared people, shared management entity, same business addressSEATTLE, WAOther Real Estate1$10,200,000
offering $12,000,000 · similar: $2,250,000–$16,950,000
12
similar: 5–32
$50,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗RO Rainier OZ LLCshared people, same business address, similar issuer namesSEATTLE, WAOther Real Estate3$26,625,000
offering $38,200,000 · similar: $3,160,078–$25,000,000
28
similar: 4–53
$500,000
similar: $25,000–$100,000
2019–2023
EDGAR ↗TO Tacoma OZ LLCshared people, same business addressSEATTLE, WAOther Real Estate1$175,000
offering $26,500,000 · similar: $2,250,000–$16,950,000
1
similar: 5–32
$10,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗BB Brooklyn Basin OZ LLCshared people, same business addressSeattle, WAOther Real Estate2$10,318,984
offering $10,318,984 · similar: $2,250,000–$16,950,000
34
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2020–2023
EDGAR ↗HO Heartwood OZ LLCshared people, similar issuer namesSEATTLE, WAOther Real Estate1$0
offering $12,200,000 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$500,000
similar: $15,000–$100,000
2020–2020
EDGAR ↗PB Pinnacle Berkeley OZ LLCshared people, same business address, similar issuer namesSEATTLE, WAPooled Investment Fund1$5,335,000
offering $20,000,000 · similar: $155,000–$5,250,000
18
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗PB Pinnacle Berkeley Student Housing OZ LLCshared people, same business address, similar issuer namesSEATTLE, WAPooled Investment Fund2$4,586,388
offering $5,000,000 · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗PP Pinnacle Partners Opportunity Zone Fund VIII, LPshared people, same business addressSeattle, WAOther Banking and Financial Services3$65,982,773
offering $200,000,000 · similar: $370,089–$10,000,000
94
similar: 3–28
$500,000
similar: $5,000–$25,000
2022–2023
EDGAR ↗IB Iron Bridge QOF LLCshared people, same business addressSEATTLE, WAOther Real Estate2$4,986,834
offering $16,300,000 · similar: $3,160,078–$25,000,000
13
similar: 4–53
$250,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗RO Rainier OZ II LLCshared people, same business address, similar issuer namesSEATTLE, WAOther Real Estate1$3,266,000
offering $3,266,000 · similar: $3,160,078–$25,000,000
4
similar: 4–53
No minimum reported
similar: $25,000–$100,000
2023–2023
EDGAR ↗PT Pinnacle Trilogy BTR OZ Fund I, LPshared people, shared management entity, same business address, similar issuer namesSEATTLE, WAOther Real Estate1$450,000
offering $8,400,000 · similar: $3,160,078–$25,000,000
2
similar: 4–53
$200,000
similar: $25,000–$100,000
2024–2024
EDGAR ↗PT Pinnacle Trilogy BTR OZ Fund II, LPshared people, shared management entity, same business address, similar issuer namesSEATTLE, WAOther Real Estate2$8,108,459
offering $75,000,000 · similar: $3,160,078–$25,000,000
16
similar: 4–53
$250,000
similar: $25,000–$100,000
2024–2026
EDGAR ↗PH Pinnacle Hawthorn QOF LLCshared people, same business addressSEATTLE, WAOther Real Estate1$0
offering $12,000,000 · similar: $3,160,078–$25,000,000
0
similar: 4–53
$250,000
similar: $25,000–$100,000
2025–2025
EDGAR ↗RB REVE BAYVALE QOZB LLCshared people, shared management entity, same business address, similar issuer namesAlpharetta, GAOther Real Estate1$3,047,152
offering $26,790,861 · similar: $3,160,078–$25,000,000
4
similar: 4–53
No minimum reported
similar: $25,000–$100,000
2025–2025
EDGAR ↗RR REVE REDAN QOZB LLCshared people, shared management entity, same business address, similar issuer namesAlpharetta, GAOther Real Estate1$803,885
offering $7,067,836 · similar: $3,160,078–$25,000,000
4
similar: 4–53
No minimum reported
similar: $25,000–$100,000
2025–2025
EDGAR ↗RG REVE GRANT PARK QOZB LLCshared people, shared management entity, same business address, similar issuer namesAlpharetta, GAOther Real Estate1$2,648,962
offering $23,289,936 · similar: $3,160,078–$25,000,000
4
similar: 4–53
No minimum reported
similar: $25,000–$100,000
2025–2025
EDGAR ↗HQ Heartwood QOZB LLCshared people, shared management entity, same business address, similar issuer namesSEATTLE, WAOther Real Estate1$6,374,552
offering $6,374,552 · similar: $2,250,000–$16,950,000
3
similar: 5–32
$1,000,000
similar: $15,000–$100,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); Other Real Estate / 506(c) (1,959 filings); Pooled Investment Fund / 506(b) (83,801 filings); Other Banking and Financial Services / 506(c) (675 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Mar 24, 2026Pinnacle Trilogy BTR OZ Fund II, LPD/AOther Real Estate$75,000,000$8,108,459
EDGAR ↗Nov 28, 2025Heartwood QOZB LLCDOther Real Estate$6,374,552$6,374,552
EDGAR ↗Jul 21, 2025REVE GRANT PARK QOZB LLCDOther Real Estate$23,289,936$2,648,962
EDGAR ↗Jul 21, 2025REVE REDAN QOZB LLCDOther Real Estate$7,067,836$803,885
EDGAR ↗Jul 21, 2025REVE BAYVALE QOZB LLCDOther Real Estate$26,790,861$3,047,152
EDGAR ↗Jan 13, 2025Pinnacle Hawthorn QOF LLCDOther Real Estate$12,000,000$0
EDGAR ↗Dec 31, 2024Pinnacle Trilogy BTR OZ Fund II, LPDOther Real Estate$75,000,000$2,200,000
EDGAR ↗Feb 20, 2024Pinnacle Trilogy BTR OZ Fund I, LPDOther Real Estate$8,400,000$450,000
EDGAR ↗Dec 26, 2023Pinnacle Partners Opportunity Zone Fund VIII, LPD/AOther Banking and Financial Services$200,000,000$65,982,773
EDGAR ↗Aug 9, 2023Brooklyn Basin OZ LLCDOther Real Estate$10,318,984$10,318,984
EDGAR ↗Aug 8, 2023Rainier OZ II LLCDOther Real Estate$3,266,000$3,266,000
EDGAR ↗Feb 7, 2023Rainier OZ LLCD/AOther Real Estate$38,200,000$26,625,000
EDGAR ↗Jan 9, 2023Pinnacle Partners Opportunity Zone Fund VIII, LPD/AOther Banking and Financial Services$200,000,000$57,775,031
EDGAR ↗Sep 6, 2022Iron Bridge QOF LLCDOther Real Estate$16,300,000$0
EDGAR ↗Jul 7, 2022Iron Bridge QOF LLCDOther Real Estate$4,986,834$4,986,834
EDGAR ↗Jan 25, 2022Rainier OZ LLCDOther Real Estate$30,700,000$100,000
EDGAR ↗Jan 7, 2022Pinnacle Partners Opportunity Zone Fund VIII, LPDOther Banking and Financial Services$200,000,000$17,958,300
EDGAR ↗Nov 19, 2021Pinnacle Berkeley Student Housing OZ LLCD/APooled Investment Fund$5,000,000$4,586,388
EDGAR ↗Oct 21, 2021Pinnacle Berkeley Student Housing OZ LLCDPooled Investment Fund$5,000,000$0
EDGAR ↗Jan 11, 2021Pinnacle Berkeley OZ LLCDPooled Investment Fund$20,000,000$5,335,000
EDGAR ↗Dec 28, 2020Heartwood OZ LLCDOther Real Estate$12,200,000$0
EDGAR ↗Jun 23, 2020Brooklyn Basin OZ LLCDOther Real Estate$26,800,000$1,000,000
EDGAR ↗Dec 31, 2019Rainier OZ LLCDOther Real Estate$26,500,000$100,000
EDGAR ↗Dec 31, 2019Tacoma OZ LLCDOther Real Estate$26,500,000$175,000
EDGAR ↗Sep 20, 2019LA Grand, LLCDOther Real Estate$12,000,000$10,200,000
EDGAR ↗Jun 27, 2019Pinnacle Partners Canton Lofts, LLCDOther Real Estate$4,374,500$4,374,500

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Mar 24, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other Real Estate (2019–2020), Pooled Investment Fund (2021), Other Banking and Financial Services (2022). Latest offering: Other Real Estate (2022–2025; most recent Nov 28, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
JF Jeff FeinsteinExecutive Officer, Promoter, Director16Jun 27, 2019 → Mar 24, 2026
LB Leo BackerExecutive Officer, Promoter, Director15Jun 23, 2020 → Mar 24, 2026
PP Pinnacle Partner Management, L.L.C. entityExecutive Officer, Promoter, Director8Jun 27, 2019 → Mar 24, 2026
JJ Jason JosephExecutive Officer, Director5Feb 20, 2024 → Mar 24, 2026
TI Trilogy Investment Company, LLC entityDirector, Executive Officer5Feb 20, 2024 → Mar 24, 2026
TO TIC OZ JV Member, LLC entityDirector, Executive Officer5Feb 20, 2024 → Mar 24, 2026
MN Michael NolanExecutive Officer, Director5Feb 20, 2024 → Mar 24, 2026
PT Pinnacle Trilogy GP, LLC entityExecutive Officer, Director, Promoter3Jul 21, 2025 → Jul 21, 2025
PT Pinnacle Trilogy GP, entityDirector, Promoter, Executive Officer2Feb 20, 2024 → Mar 24, 2026
HM Heartwood Manager LLC entityExecutive Officer, Promoter1Nov 28, 2025 → Nov 28, 2025
GE Great Expectations SPC entityExecutive Officer, Promoter1Nov 28, 2025 → Nov 28, 2025
JH Jill HomanExecutive Officer1Jan 7, 2022 → Dec 26, 2023
SH Sandi HeffernanExecutive Officer1Jan 7, 2022 → Dec 26, 2023
AW a Washington limited liability company Pinnacle Partner Management, LLC entityExecutive Officer1Jan 11, 2021 → Jan 11, 2021

Adviser registration (Form ADV)

PINNACLE PARTNER MANAGEMENT LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Nov 27, 2023 · SEC file 801-129116 · Main office: SEATTLE, WA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $287,277,625 as reported on Form ADV filed Sep 9, 2026 (Item 5.F(2)(c)) · 13 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.linkedin.com/company/pinnacle-partners-llc ↗

Item 11 disclosure questions as answered on Form ADV filed Sep 9, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Pinnacle as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Pinnacle's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #110,683 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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