# Pinnacle LLC

Pinnacle LLC is a Multi Family Office based in East Syracuse, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** East Syracuse, United States
- **Region:** North America
- **Address:** East Syracuse, NY, United States
- **Founded:** 1996
- **Assets under management:** 1100 (Altss estimate)
- **Website:** pinnacleholdingco.com
- **LinkedIn:** https://www.linkedin.com/company/pinnacle-investments-llc-syr

## Regulatory record

- **CRD number:** 141661
- **SEC file number:** 801-20841
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-02T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141661

## About

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.

## Sectors

- PropTech
- Industrial Tech
- Supply Chain & Logistics

## People

- Gregg Kidd — Founder
- Dan Raite — Founder

## 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.

### 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.

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- [Mount Holyoke College (MHC)](https://altss.com/profile/mount-holyoke-college-mhc)
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Last updated: 2026-07-06T01:24:23.363Z

Canonical page: https://altss.com/profile/pinnacle-llc

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