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 09/30/16. The fund's latest filing disclosed 211MM in positions, representing 33% of the manager's regulatory AUM.

PINNACLE HOLDINGS LLC StockAlpha

-2.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PINNACLE HOLDINGS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EEQ 4.17% Energy -2.26% -0.38% 2 3%
DIA 3.57% ETF 5.57% 0.12% 0 4%
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FEATURED IN
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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

PINNACLE HOLDINGS LLC Contact Information

Phone Number: 918-582-6864
Fax Number: 918-587-6502
Website:

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