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 03/31/21. The fund's latest filing disclosed 203MM in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/21. The fund's latest filing disclosed 203MM in positions, representing 32% of the manager's regulatory AUM.
PINNACLE HOLDINGS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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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 | 5.52% | ETF | 6.32% | -0.28% | 0 | 0% | ||
| UNH | 2.19% | Health | 11.2% | -0.12% | 0 | 0% | ||
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FEATURED IN
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
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