| 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% |
| Burghart, Susan, Hoke Smith | Member | 01/2007 | 5-10% |
| Posey, James, Andrew | Member | 01/2007 | 5-10% |
| Roberts, Dorothy, Lou | Partner | 03/1996 | < 5% |
| Poarch, Carol, Virginia | Partner | 12/1998 | < 5% |
| Swimmer, Ross, Owen | Partner | 06/2009 | < 5% |
| Posey, Timothy, Steven | General Counsel | 11/1996 | < 5% |
| Boyer, Aimee, Nicole | Partner | 01/2017 | < 5% |
| Cavanaugh, Lamont, Edward | Partner | 01/2007 | < 5% |
| R. Brett Kramer Trust B | Partner | 06/2015 | < 5% |
| Mimosa Tree Capital Investment III, LLC | Partner | 06/2005 | < 5% |
| William S. Smith Revocable Living Trust | Trustee | 03/2021 | 5-10% |
| Trust Company of Oklahoma | Trustee | 03/2021 |
| Fund structure | AUM | Fund type |
|---|---|---|
| Pinnacle Investment Advisors | $374.81 mm | |
| Coronado Capital LLC | $15.59 mm | Securitized Asset Fund |
| Pinnacle Acquisition Fund II | $18.10 mm | Hedge Fund |
| Pinnacle Income Partners II LLC | $18.13 mm | Hedge Fund |
