P
CRD: 323426
Pinnacle Stream Capital LLC
Dallas, TX
9727409166
$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
2 Employees
7 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-12-2022
- Office Locations
- 2
Office Locations
-- Dallas TX
-- Southlake TX
About Pinnacle Stream Capital LLC
Pinnacle Stream Capital LLC is a Dallas-based RIA with 2 offices. The firm has been operating for 3 years. Managing $6.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$867.5K AVG AUM / CLIENT
3.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Unison legacy
Client Personas
Element
Investment Themes
Catalyst
Investment Vehicles
Alpha horizon
Services
Ember
Owner & Executives
L
LAN DONG
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4370840
- Ownership
- 50% but less than 75%
(588) 754-8344
harbor.peak@catalystcapital.com
in linkedin.com/in/wave-eagle
VARUN VIRENDRA SINGH
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4687789
- Ownership
- 50% but less than 75%
(903) 611-4175
pioneer.matrix@alphacapital.com
in linkedin.com/in/insight-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,072,191 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,072,191 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,072,191
Equity - Exchange:
46.8% Cash:
53.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $839,135,227 | 46.8% |
| Cash | $953,888,762 | 53.2% |
| Total | $1,793,023,989 | 100.0% |