Pinnacle Physicals & Financing, L.P. is a hedge fund based in New York, New York. According to its most recent Form D, filed Feb 13, 2026, the fund has sold $150,155,000 of interests to 28 investors since its first sale in May 2008. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include John Lee; Jason Kellman; Donnell Segalas.
Performance
No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to HedgeMountain directly.
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- Total raised
- $150,155,000Cumulative sales reported on Form D
- Investors
- 28
- First sale
- May 1, 2008
- Minimum investment
- $1,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- Over $100,000,000Self-reported
- Key people and entities
- John Lee; Jason Kellman; Donnell Segalas
- Latest Form D
- Feb 13, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and HedgeMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures
Size compared with every hedge fund
Raised more than 60% of the 2,479 hedge funds based in New York, and more than 64% of all 10,157 that report sales.
Other funds with the same team
- Pinnacle Natural Resources Offshore LTD.$880M
- Pinnacle Natural Resources, L.P.$658M
- Pinnacle Natural Resources Offshore ERISA Fund Ltd.$394M
- Pinnacle Arcadia Cattle Partners I, L.P.$387M
- Pinnacle Viserion Agriculture, Ltd.$260M
- Pinnacle Physicals & Financing Tax-Exempt Fund, L.P.$256M
- Vicksburg Municipal Trading Fund LP$70.9M
- Pinnacle Opportunity, L.P.$70.0M