Navid Ahwazi
Investment adviser representative at Pinnacle Partner Management LLC
10 yearsExperience
1 stateRegistered in
$287.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Pinnacle Partner Management LLCDec 2024 to now
- Bayside Investment GroupApr 2023 to Nov 2024
- Bellwether Enterprise Real Estate Capital, LLCSep 2021 to Mar 2023
- Hamidi Team - Mcmonigle GroupJan 2021 to Aug 2021
- UnemployedJun 2020 to Dec 2020
- University of Southern CaliforniaJan 2017 to May 2020
- SaddlebackJan 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pinnacle Partner Management LLC
$287.3MAssets managed
13Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8028991
- Firm CRD
- 324639