Finding alternative investments that fit an RIA or family office practice is hard work, and reviewing asset managers is time-consuming. We know you want alternatives you can trust and deploy, but many asset managers fail to meet your high standards. That is why Pinnacle exists. We identify and present top-tier managers with verifiable track records, experienced management teams, RIA-friendly offering structures, minimal fees, and audited financials. If a manager can’t convince us they are worth your time, we don’t present them. That way, you can get a short list of quality managers and spend less time searching for managers that meet your standards. Send us a message and tell us what your practice needs (info@pinnaclecapgrp.com). We are a trusted debt and equity placement agent for sponsors across private markets — real estate, private equity, credit, energy, technology, and other operating businesses. For these placements, we connect high-quality sponsors with an extensive list of relationship-based investors while maintaining fiduciary alignment. Pinnacle Capital Group is a veteran-led and owned boutique financial complex. We specialize in Reg. D private placements and securities-related consulting. Email us at info@pinnaclecapgrp.com Securities offered through Finalis Securities LLC Member FINRA / SIPC. Pinnacle Capital Group and Finalis Securities LLC are separate, unaffiliated entities.
| Website | https://www.pinnaclecapgrp.com/ |
| Employees | 6 (4 on RocketReach) |
| Founded | 1992 |
| Address | 4105 E Broadway Suite 102, Los Angeles, California 90803, US |
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| Industry | Financial Services |
| Keywords | Broker Dealer, Registered Investment Advisor, Investment Banking, Boutique Financial Firm, Financial Advisory, Securities Brokerage, Alternative Investments, Asset Management, Portfolio Management, Investment Strategies, Financial Services, Capital Markets, Wealth Management, Financial Planning, Commodities Trading, Risk Management, Retirement Planning, Estate Planning, Tax Planning |
| Competitors | Apex Capital Corp, Lendio, Fundera by NerdWallet, Bluevine, Kabbage Small Business Loan, Credibly, OnDeck, Square, PayPal +33 more (view full list) |
Looking for a particular Pinnacle Capital Group employee's phone or email?
Bill Davis is the CEO of Pinnacle Capital Group.
4 people are employed at Pinnacle Capital Group.
Pinnacle Capital Group is based in Los Angeles, California.