Pinnacle Trust Partners, LLC
Pinnacle Trust Partners, LLC
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A Leading Independent Placement Firm
for Alternative Investments.

Our Story

Since our founding in 2004, we have helped place over $52 billion of institutional capital for our clients. We have also provided the following services for select clients: Direct Private Placements, Insurance Solutions, Fund Finance Solutions and Strategic Advisory. In addition, Pinnacle has a long history of serving insurance company investors. Throughout our careers, Pinnacle employees have received commitments from over 90 distinct insurance company clients.

Awards & Recognition

  • 2022 Runner-up for Placement Agent of the Year Americas by Private Debt Investor
  • 2022 Featured as a Top Placement Agent by Preqin
  • 2020 Runner-up for Placement Agent of the Year Americas by Private Debt Investor
  • 2018 Named Leading Private Debt Placement Agents by Preqin
  • 2018, 2017, 2015 Named Leading Placement Agents Working on Unlisted Infrastructure Funds by Preqin
  • 2018, 2017 Named Leading Natural Resources Placement Agents by Preqin
  • 2015 Named Prominent Placement Agents by Preqin
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Why Clients Choose Us

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KNOWLEDGEABLE

48 Funds Raised

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EXPERIENCE

19 Years of Providing Excellent, Client-Focused Services

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PERFORMANCE

$52 Billion Raised with
our Clients Since 2004

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PARTNERSHIP

88% Retention Rate by our General Partner Clients

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SUCCESS

450 Commitments from
Institutional Investors

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REPUTATION

Clients Include Top-Tier
Investment Firms

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Securities Products and Investment Banking Services are offered through
BA Securities, LLC. Member FINRA SIPC.
Pinnacle Trust Partners, LLC and BA Securities, LLC are separate, unaffiliated entities.

Pinnacle Trust Partners, LLC
41 Crossroads Plaza, PMB 263 | West Hartford, CT 06117 | T (203) 857-0811
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