DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Pinnacle Equity Fund, L.P.

Other Private Fundadvised byPinnacle Associates, Ltd.mixed wealth805-9950324138IAPD
Gross asset value
$139M
as of Mar 26, 2026; not a fund size
Peak GAV
$168M
highest filing
Owners
99
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
6%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
5%
Reported
38 filings
Mar 30, 2012 to Mar 26, 2026
Reporting history
one row per Form ADV filing
Gross asset value$124M as of Mar 28, 2024
Mar 30, 2012$70.9M then
Owners99 as of Mar 28, 2024
Mar 30, 201289 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 10% of the adviser's clients investedreported
Form D file number
021-198264reportedthe join to the Form D offering
Type as written
LIMITED PARTNERSHIP PRIMARILY INVESTING IN PUBLIC EQUITIESreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Morgan Stanley
    New York, New York
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
6.0%reportedadviser and related persons