Pinnacle Asset Management
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3418 of mapped providers
Assets under administration$4.0B0.0%Market share · rank #2135
Fees received$516,681Median $147,819/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Pinnacle Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Pinnacle Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 2 | $73,910 | |
Investment management fees paid indirectly by planCode 52 | 1 | $184,431 |
Competitor overlap
Percent of Pinnacle Asset Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Pinnacle Asset Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Pinnacle Asset Management; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | $2.9B | 130,691 | $0 | 9y | - |
BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PLPA · 231990722-001 | $624M | 4,626 | $147,819 | 10y | - |
UNITED FOOD AND COMMERCIAL WORKERS EMPLOYERS PENSION PLANWI · 396069053-001 | $475M | 14,962 | $368,862 | 9y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into Pinnacle Asset Management.
- GORDEE NOWICKI BLAKENEY LLP
- PINNACLE ASSET GP, LLC
- PINNACLE ASSET MANAGEMENT
- PINNACLE ASSET MANAGEMENT L.P.
- PINNACLE ASSET MANAGEMENT LP
- PINNACLE ASSET MANAGEMENT, L.P
- PINNACLE ASSET MANAGEMENT, LP
- PINNACLE ASSET MGMT LP
- PINNACLE ASSET MGMT, LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Pinnacle Asset Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Pinnacle Asset Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Pinnacle Asset Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Cleary, Josem & Trigiani LLP | 1 | 33.3% |
| FOX ROTHSCHILD LLP | 1 | 33.3% |
| Groom Law Group, Chartered | 1 | 33.3% |
| Jacob, Burns, Orlove & Hernandez | 1 | 33.3% |
| McCracken Stemerman & Holsberry LLP | 1 | 33.3% |
| Seyfarth Shaw LLP | 1 | 33.3% |