Helping Fund Managers Raise Capital and Build Investor Confidence

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Capital Markets Support for Fund Sponsors

You’ve built a compelling fund strategy—now it’s time to raise capital with clarity and confidence. In today’s crowded private markets, performance alone isn’t enough. To win allocations, fund managers need a clear message, the right structure, and trusted access to the advisors and allocators who move capital. That’s where we come in. Pinnacle Capital Group is a FINRA-registered broker-dealer and registered investment advisor (“RIA”) that specializes in raising capital through the RIA and family office channels. We act as your strategic partner— we help you prepare your fund for market, positioning it with the right language and materials, and guide you through a compliant, institutional-grade placement process.

We understand the roadblocks:

  • Navigating regulatory and due diligence hurdles
  • Standing out with the right offering structure
  • Maximizing exposure in a competitive landscape

Our Process and Strategy

Raising capital shouldn't feel like guesswork. At Pinnacle, we follow a disciplined and transparent process designed to help fund sponsors enter the market with clarity, structure, and credibility - while gaining access to the fiduciary capital channels that matter the most. Pinnacle offers its Sponsors guidance on:

Offerring Structure & Vehicle Design

Regulatory & Channel Readiness

Pitch Narrative & Story Framing

Operational Setup & Advisor Coordination

Distribution Services

Market Positioning

We connect fund managers with the RIAs and family office best suited for their strategy. Not all capital is created equal. That’s why we focus exclusively on RIAs, multi-family offices, and private wealth platforms—allocators who value transparency, alignment, and long-term relationships. Our distribution strategy is built on real relationships, segment-level insights, and a deep understanding of what each investor type needs to say “yes.” Whether your fund is income-oriented, niche, or growth-focused, we match it with capital that fits.

15a6 Chaperoning Services

For foreign broker-dealers seeking access to U.S. institutional investors, Pinnacle provides 15a-6 chaperoning services in line with SEC guidelines. Our team includes registered representatives with deep expertise in cross-border M&A, private placements, and investment banking advisory. We help ensure compliance while enabling your firm to grow in U.S. markets.