Updated:
Pinnacle LLC
Pinnacle LLC was established in 1996 by Gregg Kidd and Dan Raite. Their prior work in investment advisory generated the initial capital base.
Pinnacle LLC
Pinnacle LLC was established in 1996 by Gregg Kidd and Dan Raite. Their prior work in investment advisory generated the initial capital base. The firm delivers financial planning, traditional and alternative strategies, and retirement plan services to families and institutions. Asset deployment spans fund-of-funds commitments, direct co-investments through SPVs, real estate, and insurance-linked products. Confirmed focuses include PropTech, industrial technology, and supply-chain logistics. Activity centers on North America with emphasis on direct real estate vehicles. The firm maintains its headquarters in East Syracuse, New York. No additional offices or team size figures appear in available records. A dated operational event from the last 24 months could not be verified from primary sources.
General information
Firm type
Multi Family Office
Year founded
1996
Location
Region
North America
Country
United States
City
East Syracuse
Corporate office
East Syracuse, NY, United States
Principals
Gregg Kidd
Founder
Dan Raite
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Pinnacle LLC?
Gregg Kidd and Dan Raite founded the firm and continue to shape its investment approach. Decisions integrate wealth planning with direct and fund commitments.
Does Pinnacle LLC participate in fund commitments or only direct deals?
The firm engages in both fund-of-funds commitments and direct co-investments via SPVs. Real estate and insurance-linked vehicles form part of the mix.
What investment stages does Pinnacle LLC typically target?
Deployment occurs across established real estate assets and alternative strategies. No early-stage venture focus is indicated in records.
Where does the underlying wealth come from?
Wealth originated from the founders' prior work in investment advisory and brokerage services.
What is Pinnacle LLC's known posture on co-investments alongside external GPs?
Direct co-investments through SPVs are confirmed. The firm also maintains fund-of-funds exposure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: