Pinnacle Fund Services

Pinnacle Fund Services provides customized portfolio and investor performance across multiple investment structures including full outsourcing of back-office functionality.

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Solutions Introduction

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Starting as a back-office administrator for alternative investment fund managers we were approached by family office clients to develop a customized solution that leveraged our experience and technology to provide a complete and customized solution for multi-family offices and multi-generational single-family offices.

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Core Business Solution

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Reporting.

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Core System Solution

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Investment - Portfolio Accounting & Reporting

Info

Data as of

Monday, March 04, 2024

Year Established

2011

Stats

Total number of full-time employees

100

Do you offer governance services?

Do you offer services related to philanthropy?

Do you offer trustee services?

Contact Name

Alex Chapman

Managing Partner

+1 415 272 4657

Company Website

Headquarters

333 Seymour St.
Suite 800; Office 08-102
Vancouver BC V6B 5A6
Canada

Other Office Locations

US Office
25 Sylvan Rd S
Suite B
Westport, CT
06880

Spain Office
c/ de Ciril Amoros 51, 1st Floor, 46004
Valencia, Spain
T: +34 637 61 28 52

Who We Are

Global Community Focused on Family Sustainability and Impact

Trends and Insights

Our Library

Whitepapers, Research, Videos, and More

Resources

Our Solutions

Shared Tools, Knowledge, and Resources

Learning Programs

Educational Opportunities

Forums, Workshops, Webcasts, and More

Resource Partners

Our Partners

Experts in Investments, Technology, and More

Who We Serve

Family Offices, Families, and their Advisors

What We Do

Provide Resources, Knowledge, and Connections