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PINNACLE HOLDINGS, LLC, CRD 108086
TULSA, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DAVID MONROE POARCH | n/a | TULSA, OK | 7 | 39 | 2 | no |
| ROBERT BRETT KRAMER | n/a | TULSA, OK | 7 | 31 | 2 | no |
| ROBERT WILIAM MOORE | n/a | TULSA, OK | 7 | 11 | 1 | no |
| AIMEE NICOLE BOYER | Certified Financial Planner | TULSA, OK | 7 | 15 | 1 | no |
| Jayme Don Fowler | Chartered Financial Consultant | Tulsa, OK | TULSA, OK | 1 | 41 | 1 | no |
| JOEL BERNARD KANTOR | n/a | TULSA, OK | 1 | 43 | 2 | no |
| Anthony Charles Dionisio | n/a | TULSA, OK | 0 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PINNACLE INCOME PARTNERS II LLC | Hedge Fund | $20.0M | Nov 6, 2024 | 45 | Feb 8, 2012 | reported | n/a |
| PINNACLE ACQUISITION FUND II | Hedge Fund | $18.4M | Nov 6, 2024 | 34 | Feb 8, 2012 | reported | n/a |
| PINNACLE INCOME PARTNERS LLC | Hedge Fund | $15.1M | Jun 16, 2020 | 20 | Feb 8, 2012 | dropped | n/a |
| CORONADO CAPITAL LLC | Securitized Asset Fund | $14.1M | Nov 6, 2024 | 25 | Feb 8, 2012 | reported | 021-1468819 |
| PINNACLE RESOURCE DIVIDEND FUND LLC | Hedge Fund | $4.2M | Jun 16, 2020 | 15 | Feb 8, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KRAMER, ROBERT, BRETT | MANAGING PARTNER | B | yes | 02/1996 | Feb 8, 2012 | Nov 6, 2024 |
| POARCH, DAVID, MONROE | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | B | yes | 02/1996 | Feb 8, 2012 | Nov 6, 2024 |
| BOYER, AIMEE, NICOLE | Partner | Na | no | 01/2017 | May 17, 2018 | Nov 6, 2024 |
| BURGHART, SUSAN, HOKE SMITH | Member | A | no | 01/2007 | Feb 8, 2012 | Nov 6, 2024 |
| CAVANAUGH, LAMONT, EDWARD | Partner | Na | no | 01/2007 | May 17, 2018 | Nov 6, 2024 |
| Fowler, Jayme, Don | INVESTMENT ADVISOR | Na | no | 12/2023 | Mar 6, 2024 | Nov 6, 2024 |
| MIMOSA TREE CAPITAL INVESTMENT III, LLC | Partner | Na | no | 06/2005 | May 17, 2018 | Nov 6, 2024 |
| POARCH, CAROL, VIRGINIA | Partner | Na | no | 12/1998 | May 17, 2018 | Nov 6, 2024 |
| POSEY, JAMES, ANDREW | Member | A | no | 01/2007 | Feb 8, 2012 | Nov 6, 2024 |
| POSEY, TIMOTHY, STEVEN | GENERAL COUNSEL | Na | no | 11/1996 | May 17, 2018 | Nov 6, 2024 |
| R. BRETT KRAMER TRUST B | Partner | Na | no | 06/2015 | Apr 5, 2022 | Nov 6, 2024 |
| ROBERTS, DOROTHY, LOU | Partner | Na | no | 03/1996 | May 17, 2018 | Nov 6, 2024 |
| SWIMMER, ROSS, OWEN | Partner | Na | no | 06/2009 | May 17, 2018 | Nov 6, 2024 |
| WILLIAM S. SMITH REVOCABLE LIVING TRUST | Trustee | A | no | 03/2021 | Apr 4, 2022 | Nov 6, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| NATIVE AMERICAN FUND ADVISORS LLC | n/a | Other adviser | $38.9M | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 5, 2026 | $508M | $492M | 7 | 6 | 0 | 3 | n/a |
| 2024 | Mar 6, 2025 | $455M | $444M | 8 | 7 | 0 | 3 | n/a |
| 2023 | Mar 6, 2024 | $412M | $399M | 8 | 6 | 0 | 3 | $52.5M |
| 2022 | Feb 21, 2023 | $375M | $364M | 8 | 6 | 0 | 3 | $51.8M |
| 2021 | Mar 16, 2022 | $375M | $365M | 8 | 6 | 0 | 3 | $50.7M |
| 2020 | Mar 8, 2021 | $316M | $304M | 9 | 7 | 0 | 3 | $42.4M |
| 2019 | Mar 13, 2020 | $426M | $416M | 11 | 7 | 0 | 5 | $67.1M |
| 2018 | Mar 20, 2019 | $448M | $442M | 11 | 7 | 1 | 5 | $70.6M |
| 2017 | Mar 19, 2018 | $547M | $537M | 11 | 8 | 1 | 5 | $87.1M |
| 2016 | Feb 13, 2017 | $595M | $585M | 13 | 8 | n/a | 5 | $88.5M |
| 2015 | Feb 16, 2016 | $542M | $531M | 13 | 8 | n/a | 5 | $66.3M |
| 2014 | Mar 11, 2015 | $636M | $609M | 13 | 7 | n/a | 5 | $107M |
| 2013 | Feb 13, 2014 | $720M | $695M | 14 | 8 | n/a | 5 | $112M |
| 2012 | Feb 15, 2013 | $571M | $528M | 12 | 7 | n/a | 5 | $81.3M |
| 2011 | Feb 8, 2012 | $504M | $475M | n/a | n/a | n/a | 5 | $84.9M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $508M | $455M | 11.7% | $375M | 10.7% | 7 | 8 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| NATIVE AMERICAN FUND ADVISORS LLC | 3 | Dec 31, 2018 | May 17, 2019 | TULSA, OK | Firm absorbed | Other | 75.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| NATIVE AMERICAN FUND ADVISORS LLC | 3 | Dec 31, 2018 | Jan 1, 2025 | TULSA, OK | Firm absorbed | Other | 100.0% |