SEC filing record
Primary Source · SEC.gov

Pinnacle Partners Opportunity Zone Fund VIII, LP

2022 vintageRule 506(c), Section 3(c)(1), 3C.5, 3C.6Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

Raised

$66M

Investors

94

Min Invest

$500,000

AltStreet Verified Issuer badge

Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.

What this filing shows

·

Every sentence is a value as filed on SEC Form D

Pinnacle Partners Opportunity Zone Fund VIII, LP is a Delaware limited partnership that first filed a Form D on January 7, 2022 and most recently amended it on December 26, 2023 in the Other Banking and Financial Services industry group. The offering claims Rule 506(c), Section 3(c)(1), 3C.5, 3C.6 and covers equity and pooled investment fund interests. Pinnacle Partners Opportunity Zone Fund VIII, LP reported $65,982,773 sold from 94 investors of a $200,000,000 total offering as of the Form D filed December 26, 2023. The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $500,000. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is 1421 34th Avenue, Suite 215, Seattle, WA 98122.

Critical Disclosures

What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.

Reporting lapsed · Form D · last filing December 26, 2023

Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.

Timeline
Each line is a fact as filed. The history behind it, the same event across other issuers, and an alert on the next one:Open in the terminal Watch this issuer

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001903106
Entity NamePinnacle Partners Opportunity Zone Fund VIII, LP
ExemptionRule 506(c), Section 3(c)(1), 3C.5, 3C.6
What the exemption meansRule 506(c) of Regulation D: the issuer may advertise the offering publicly, but every purchaser must be a verified accredited investor. Section 3(c)(1) of the Investment Company Act: the fund is excluded from investment-company registration because it has no more than 100 beneficial owners.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer Address1421 34th Avenue, Suite 215, Seattle, WA 98122
Phone(206) 369-2380
Industry / Fund TypeOther Banking and Financial Services
Investment Company ActExcluded under Section 3(c)(1) (100 beneficial owners or fewer)
Securities TypeEquity, Pooled investment fund interests
First Sale DateDecember 23, 2021
Filing DateDecember 26, 2023
Accession Number0001567619-23-007909
Total Offering Amount$200,000,000
Total Amount Sold$65,982,773
Amount Remaining$134,017,227
Total Investors94
Non-Accredited InvestorsNone
Minimum Investment$500,000
Offering DurationIntended to last more than one year
Revenue RangeDecline to Disclose
State (Issuer Address)WA
Amendment Count3 filings on record

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

In the Terminal

Filing events

0

none on file

Critical / warning

0 / 0

0 watch · 0 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

dark

Open in the terminal Watch this issuerInvestor $149/mo unlocks the values; Pro $349/mo adds the universe.

Investor

  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

Pro

  • This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
  • The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV

Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…

Adviser of Record (Form ADV)

Pinnacle Partner Management LLC

CRD 324639 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a real estate fund

Auditor named on Form ADV: Novogradac & Company LLP. · PCAOB-registered per the adviser

From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Jeff Feinstein

Executive Officer · Seattle, WA

"Managing Partner of Pinnacle OZ GP, LLC, the ""General Partner"" of the Issuer"

Leo Backer

Executive Officer · Seattle, WA

Managing Partner of General Partner of the Issuer

Sandi Heffernan

Executive Officer · Seattle, WA

Chief Financial Officer of the General Partner of the Issuer

Jill Homan

Executive Officer · Seattle, WA

Managing Director of the General Partner of the Issuer

Questions About Pinnacle Partners Opportunity Zone Fund VIII, LP

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is Pinnacle Partners Opportunity Zone Fund VIII, LP?

Pinnacle Partners Opportunity Zone Fund VIII, LP is a Delaware limited partnership that filed a Form D with the SEC on December 26, 2023 in the Other Banking and Financial Services industry group. The filing claims Rule 506(c), Section 3(c)(1), 3C.5, 3C.6 for an offering of equity and pooled investment fund interests.

Is Pinnacle Partners Opportunity Zone Fund VIII, LP legit?

AltStreet does not rate legitimacy; it reports the public record. Pinnacle Partners Opportunity Zone Fund VIII, LP filed a Form D with the SEC on December 26, 2023 claiming Rule 506(c), Section 3(c)(1), 3C.5, 3C.6. A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $65,982,773 sold to 94 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is Pinnacle Partners Opportunity Zone Fund VIII, LP registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Pinnacle Partners Opportunity Zone Fund VIII, LP claimed Rule 506(c), Section 3(c)(1), 3C.5, 3C.6 and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has Pinnacle Partners Opportunity Zone Fund VIII, LP raised?

Pinnacle Partners Opportunity Zone Fund VIII, LP reported $65,982,773 sold from 94 investors of a $200,000,000 total offering as of the Form D filed December 26, 2023.

Who can invest in Pinnacle Partners Opportunity Zone Fund VIII, LP?

The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $500,000.

What is the minimum investment in Pinnacle Partners Opportunity Zone Fund VIII, LP?

The Form D lists $500,000 as the minimum investment accepted from any outside investor as of December 26, 2023. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling Pinnacle Partners Opportunity Zone Fund VIII, LP and how are they paid?

The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.

Who is behind Pinnacle Partners Opportunity Zone Fund VIII, LP?

The Form D lists 4 related persons: Jeff Feinstein, executive officer ("Managing Partner of Pinnacle OZ GP, LLC, the ""General Partner"" of the Issuer"); Leo Backer, executive officer (Managing Partner of General Partner of the Issuer); Sandi Heffernan, executive officer (Chief Financial Officer of the General Partner of the Issuer); Jill Homan, executive officer (Managing Director of the General Partner of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Pinnacle Partners Opportunity Zone Fund VIII, LP located?

The issuer's address on its SEC filings is 1421 34th Avenue, Suite 215, Seattle, WA 98122. Its phone number of record is 206-369-2380. It is organized under the laws of Delaware.

How long is the Pinnacle Partners Opportunity Zone Fund VIII, LP offering open?

The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 2 amendments are on record for this CIK.

What is Pinnacle Partners Opportunity Zone Fund VIII, LP's revenue?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

AltStreet Verified Issuer badge

Is this your company or fund?

Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.

Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.

Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.