Pinnacle Berkeley OZ LLC is a private equity fund based in Seattle, Washington. According to its most recent Form D, filed Jan 11, 2021, it has sold $5,335,000 of interests to 18 investors since its first sale in Dec 2020. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Leo Backer; a Washington limited liability company Pinnacle Partner Management, LLC.
- Total raised
- $5,335,000Cumulative sales reported on Form D
- Investors
- 18
- First sale
- Dec 28, 2020
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Leo Backer; a Washington limited liability company Pinnacle Partner Management, LLC
- Latest Form D
- Jan 11, 2021
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Pinnacle Berkeley OZ LLC
What is the minimum investment for Pinnacle Berkeley OZ LLC?
Pinnacle Berkeley OZ LLC's latest Form D, filed Jan 11, 2021, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Pinnacle Berkeley OZ LLC?
Pinnacle Berkeley OZ LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Pinnacle Berkeley OZ LLC raised?
Pinnacle Berkeley OZ LLC reports $5,335,000 sold from 18 investors on its Form D filed Jan 11, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Pinnacle Berkeley OZ LLC based?
Pinnacle Berkeley OZ LLC is based in Seattle, Washington.
When did Pinnacle Berkeley OZ LLC launch?
Pinnacle Berkeley OZ LLC reports its first sale in Dec 2020.
Size compared with every private equity fund
Raised more than 55% of the 42 private equity funds based in Washington, and more than 36% of all 8,888 that report sales.