About Pinnacle

Founded in 2010, Pinnacle Fund Services is an owner-managed company delivering a boutique approach to accounting, administration and transfer agency services for investment funds, management companies and general partners. We don’t believe bigger is better. Our business strategy is built around a nimble, flexible and responsive team of really smart people who know how to deliver results.

The markets move fast; so do we, with accuracy and efficiency. It’s our promise and it’s how our clients describe what we do.

With offices in Canada and the United States, Pinnacle Fund Services supports a growing client base servicing funds around the globe.

Why Pinnacle

Our unique approach to accounting, administration and reporting services for investment funds guarantees that each Pinnacle solution is targeted to meet client requirements as well as ever-increasing standards and regulations of the global finance industry.

This growth, however, hasn’t been built on a cookie-cutter approach to serving clients. As a team of trusted advisors, our staff immerse themselves in our clients’ operations, learn their needs and develop innovative, tailored solutions based on that insight.

By focusing on collaboration and investing heavily in knowledgeable employees and an industry-leading technology platform, we’ve become an agile, responsive partner to investment funds.

Governance

At Pinnacle, we believe nothing is more important than good governance. That is why we have developed a robust infrastructure, strategic committees, internal controls and compliance, all to enhance the quality and consistency of our services.

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Guiding Principles

Pinnacle operates by adhering to the following guiding principles, which ensures all our services and communications are of the most professional and highest quality.

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Leadership

Pinnacle is owned and operated by its executive team, which has extensive knowledge and experience servicing funds in global jurisdictions. Our passionate team understands what it takes to form and grow a financial services company and can provide comprehensive advice and cost-effective solutions to investment managers.

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News

Keep up to date about what is happening at Pinnacle along with important industry events.

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