BRIDGING THE GAP BETWEEN INVESTMENT MANAGERS AND INVESTORS
We are a partner you can trust when you’ve got more important things to do than worry about fund administration and accounting.
NO BRIDGE LOOKS THE SAME. WHY SHOULD YOURS?
We build strong relationships with our clients, through personalized service, an experienced team and customized solutions.
SPANNING THE DIVIDE BETWEEN DATA AND INSIGHT
It’s not the software that’s important: it’s what your fund administrator can do with it that counts.

A Bridge Between Fund Manager and Investor

At Pinnacle Fund Services, we take care of your fund’s administration, accounting and reporting so you can focus on generating fund returns and alpha for your investors. We strive to be more than a service provider; we are a trusted partner that knows out-of-the-box technology offerings and approaches to client and investor management don’t work.

Our optimized asset mix includes the latest investment software and a talented team who make our technology work exactly the way it needs to so you can deliver the information your investors require. That’s why Pinnacle is the right solution for fund managers with more important things to do than take care of the administration of their funds

Services

FUND ADMINISTRATION

At Pinnacle we take care of every aspect of your fund’s administration, from accounting and reporting to investor management to tax. As well, our services to management companies and general partnerships help minimize the administrative burden on our clients.

INVESTOR MANAGEMENT

Pinnacle’s transfer agency solutions make it easy for you to manage your investors and keep them informed. Robust, scalable and highly customizable, our investor management solution can be as far from out-of-the-box as you require.

REPORTING

We prepare and deliver timely and accurate financial statements, year-end tax returns and investor tax slips, all in accordance with appropriate jurisdictional and ever-increasing global standards and reporting requirements.

Pinnacle 365 is an online portal for fund managers and their investors. It provides a transparent, 365-day-a-year view of the investment process, from initial subscription to transaction processing to capital account statements.
Contact us to find out how Pinnacle 365 can work for you.

Our Team

  • David Smith
    David Smith Managing Director

    As Pinnacle’s Managing Director and founding partner, David is responsible for the delivery of fund administration services to Pinnacle clients and their investors, the development of Pinnacle’s

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  • Keith Donald
    Keith Donald Managing Director

    Keith is Pinnacle’s Managing Director and founding partner and is responsible for providing fund administration services to clients as well as corporate strategy, compliance and human resources.

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  • Alex Chapman
    Alex Chapman Managing Partner

    Alex is the Managing Partner of Pinnacle Fund Services. Prior to Pinnacle, Alex founded the Canadian fund administration business for Apex Fund Services before relocating to the United States to

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  • Carolynn Hiron
    Carolynn Hiron Executive Advisor

    Carolynn acts as Advisor to Pinnacle on matters related to company strategy, compliance and governance. In 1989, Carolynn began her legal practice as an associate with Brownlee Fryett and

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