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BIGTQ Pinnacle

Pinnacle is a fund manager in Tulsa with $316.2M assets under management.

Company profile

Ticker
BIGTQ
Exchange
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
204065035
SEC advisor number
801-57298
FINRA CRD number
108086
AUM ?
$316.2M (as of 11 Aug 21)
Accounts
295 (as of 11 Aug 21)
Employees
9 (7 investment advisory or research)
Address
Pinnacle
233 SOUTH DETROIT AVENUE
SUITE 100
TULSA
OK 74120
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
918-582-6864
Owner Title From %Ownership
Poarch, David, Monroe Managing Partner/chief Compliance Officer 02/1996 10-25%
Kramer, Robert, Brett Managing Partner 02/1996 10-25%
Smith, William, Sherman Member 01/2007 5-10%
Burghart, Susan, Hoke Smith Member 01/2007 5-10%
Posey, James, Andrew Member 01/2007 5-10%
Roberts, Edward, V. Partner 03/1996 < 5%
Roberts, Dorothy, L Partner 03/1996 < 5%
Poarch, Carol, Virginia Partner 12/1998 < 5%
Posey, Timothy, Steven General Counsel 11/1996 < 5%
Boyer, Aimee, N Partner 01/2017 < 5%
Cavanaugh, Lamont, Edward Partner 01/2007 < 5%
Swimmer, Ross, Owen Partner 06/2009 < 5%
Norma M. Kramer Irrevocable Trust Partner 06/2015 < 5%
Mimosa Tree Capital Investment III, LLC Partner 06/2005 < 5%
Fund structure AUM Fund type
Pinnacle Investment Advisors $316.2M
Coronado Capital LLC $13.41M Securitized Asset Fund
Pinnacle Acquisition Fund II $10.64M Hedge Fund
Pinnacle Income Partners II LLC $18.33M Hedge Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 238 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
SPDR Dow Jones Industrial Average
$10.76B 31.82K 33.25K -4.3
QCR Holdings Inc.
$4.64B 90.29K 90.36K -0.1
UnitedHealth Group Inc
$4.55B 11.65K 11.91K -2.2
The Goldman Sachs Group, Inc.
$4.41B 11.66K 11.87K -1.8
$4.26B 85.5K 94.97K -10.0
$4.04B 2.97K 2.97K 0
Antero Midstream Corp.
$2.94B 281.9K 276.89K +1.8
$2.89B 94.81K 79.38K +19.4
salesforce.com, inc.
$2.87B 10.58K 10.83K -2.3
SB Financial Group, Inc.
$2.85B 157.01K 157.01K 0
Targa Resources Corp
$2.7B 54.96K 53.63K +2.5
Visa Inc. Class A
$2.52B 11.33K 11.64K -2.7
Summit Financial Group
$2.26B 92.41K 92.41K 0
MPLX, L.P.
$2.25B 79.15K 79.06K +0.1
Altus Midstream Company
$2.21B 32.02K 32.24K -0.7
Navios Maritime Partners L.P.
$2.2B 67.98K 8.39K +710.5
JPMorgan Chase & Co.
$2.2B 14.5K 15.02K -3.5
Arcbest Corp.
$2.14B 26.16K 26.42K -1.0
AMG Capital
$2.13B 35.81K 36.01K -0.6
3M Co.
$2.01B 11.44K 11.72K -2.4
$1.98B 70.19K 67.88K +3.4
$1.97B 65.29K 59.89K +9.0
Teekay LNG Partners LP.
$1.9B 122.24K 117.82K +3.8
Bunge
$1.86B 15.55K 15.55K 0
Wintrust Financial
$1.8B 22.38K 22.38K 0
$1.76B 45.35K 45.35K 0
The Travelers Companies, Inc.
$1.75B 11.55K 11.82K -2.4
Kimball Electronics Inc
$1.73B 67.11K 67.47K -0.5
Talos Energy, Inc.
$1.68B 121.91K 118.37K +3.0
Brighthouse Financial, Inc.
$1.61B 35.55K 34.08K +4.3
EnLink Midstream LLC
$1.58B 231.24K 231.47K -0.1
$1.36B 98.86K 99.09K -0.2
Alliance Resource Partners, LP
$1.33B 122.25K 120.75K +1.2
Delek Logistics Partners, LP
$1.27B 28.18K 28.18K 0
$1.21B 40.38K 40.4K -0.0
Energy Transfer LP
$1.18B 122.8K 121.22K +1.3
Western Midstream Partners
$1.15B 54.97K 54.55K +0.8
Contura Energy Inc. Wt
$1.14B 63.61K 63.61K 0
First United Corp
$1.14B 61.29K 59.19K +3.5
Peoples Financial Corp.
$1.11B 69.3K 69.3K 0
HMN Financial, Inc.
$1.06B 45.35K 45.35K 0
Argan Inc.
$1.05B 24.01K 22.85K +5.1
$1.04B 354.98K 349.06K +1.7
Customers Bancorp, Inc.
$1.01B 23.49K 12.28K +91.3
Essa Bancorp Inc.
$997.25M 60.48K 60.48K 0
Merck & Co. Inc.
$995.66M 13.26K 13.62K -2.7
$990.5M 34.89K 34.89K 0
$967.34M 44.17K 44.17K 0
$960.6M 48.52K 48.52K 0
Primis Financial Corp.
$956.56M 66.15K 66.15K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

6 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings