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Pinnacle Strategic Advisors
RIA · $1.1B AUM · Southeast
Expansion Score
55
🤖 AI-Computed
Churn Risk
15
🤖 AI-Computed
Days in Stage
14
📊 From HubSpot
Avg Response Time
48h
✨ Enhanced
Activity Timeline
4 eventsSent follow-up with tailored investment thesis for real assets mandate
Jan 25, 2026 · 2 weeks agooutbound📊 From HubSpot
Phone call with family trust advisor — discussed sector fit and check size
Jan 8, 2026 · 1 month agooutbound📊 From HubSpotResponse: 48h
Opened Fund V overview email
Dec 12, 2025 · 1 month agoinbound📊 From HubSpot
Sent Fund V overview materials
Dec 5, 2025 · 2 months agooutbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedPinnacle Strategic Advisors is currently in Prospect with moderate engagement. They have had 4 touchpoints in the last 90 days. Typical check size for this investor type is $8.0M. Continue regular touchpoints to maintain momentum.
Details
- Contact
- Denise Crawford, Director of Alternatives
- Sector Focus
- Multi-Strategy
- Typical Check
- $8.0M
- Current Commitment
- None
- Previous Fund
- $6.0M
- Assigned To
- Sarah Kim
- Stage Since
- Jan 27, 2026
- Priority Rank
- #27 of 45