PINNACLE HOLDINGS LLC Overview
Pinnacle Holdings Llc is an investment advisor that manages 636.4 MM dollars in regulatory AUM and has 13 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 12/31/20. The fund's latest filing disclosed 172MM in positions, representing 27% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 12/31/20. The fund's latest filing disclosed 172MM in positions, representing 27% of the manager's regulatory AUM.
PINNACLE HOLDINGS LLC StockAlpha
Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
PINNACLE HOLDINGS LLC Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
DIA | 6.03% | ETF | 3.44% | -0.06% | 0 | 5% | ||
UNH | 2.44% | Health | -4.57% | -0.13% | 0 | 27% | ||
Get the Full Report |
PINNACLE HOLDINGS LLC Founders and Key Employees
Name | Title | In Position Since |
---|
David M. Poarch | Managing Partner/Chief Compliance Officer | February-1996 |
Robert B. Kramer | Managing Partner | February-1996 |
Smith S. William | Member | January-2007 |
Susan S. Burghart | Member | January-2007 |
Brent W. Wright | Member | January-2007 |
John E. Fryrear | Member | January-2007 |
James A. Posey | Member | January-2007 |
PINNACLE HOLDINGS LLC Brokers, Custodians, Auditors and Administrators
Type | Company |
---|
Administrator | Pro |
Auditor | Pro |
Auditor | Pro |
Auditor | Pro |
Auditor | Pro |
Custodian | Pro |
Custodian | Pro |
Prime Broker | Pro |
PINNACLE HOLDINGS LLC Investment Strategy
PINNACLE HOLDINGS LLC Portfolio Concentration
PINNACLE HOLDINGS LLC Location
233 SOUTH DETROIT AVENUE, SUITE 100
TULSA, Oklahoma
UNITED STATES, 74120
TULSA, Oklahoma
UNITED STATES, 74120
PINNACLE HOLDINGS LLC Contact Information
Phone Number: 918-582-6864
Fax Number: 918-587-6502
Website: http://www.pinnacleholdings.net
Fax Number: 918-587-6502
Website: http://www.pinnacleholdings.net
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here