Pinnacle Financial Partners
Private fund custodian · 4 offices named in filings · 66 private funds on SEC Form ADV
Advisers' Form ADV filings name Pinnacle Financial Partners as custodian to 66 private funds. It ranks No. 118 of 665 custodians by number of private funds served.
Rankings
Funds served, by type
- Private equity funds23
- Venture capital funds21
- Real estate funds18
- Other private funds3
- Hedge funds1
Offices named in SEC filings
The office each fund's adviser names for Pinnacle Financial Partners on Form ADV, with the number of funds naming it. A fund can name more than one office. Place names are as filed and can contain errors.
- Nashville, Tennessee50 funds
- Memphis, Tennessee12 funds
- Franklin, Tennessee3 funds
- Chattanooga, Tennessee1 fund
Where its clients are
State of the funds' U.S. advisers.
- Tennessee63
- New York2
- New Jersey1
Where the funds are organized
- United States66
Private funds that name Pinnacle Financial Partners (20 listed here)
46 more funds name Pinnacle Financial Partners: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Pinnacle Financial Partners; Pinnacle Financial Partners, Inc.; Pinnacle Financial Partners, Inc
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.