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Pinnacle Investment Management Group Limited is a global multi-affiliate investment management firm that partners with independent asset managers to provide investors with access to a diverse range of investment strategies. The company operates through a network of 19 affiliate fund managers, holding equity stakes in each, and manages funds across various asset classes including equities, fixed income, and private markets. Key affiliates include Antipodes Partners, Hyperion, Metrics, Five V, Palisade, Riparian, Life Cycle Investment Partners, and Longwave Capital Partners. Pinnacle serves retail, wholesale, and institutional clients in Australia and internationally, with offices in Sydney, Melbourne, Brisbane, London, New York, Toronto, and Auckland. The firm offers investment solutions through active ETFs, listed closed-end funds, and direct fund applications. In October 2025, the company announced an acquisition of a minority stake in Advantage Partners, a multi-strategy private markets platform in Japan, alongside existing partner Tokyo Century Corporation. Pinnacle also holds interests in VSS in the United States. The company was founded in 2006 and provides distribution, infrastructure, and capital support to its affiliates to facilitate growth and diversification across global markets. Summarised from the company's own disclosures, fiscal year ended Dec 2025 |
Industry Financial Services | Homepage pinnacleinvestment.com |
| Sector Financial Services | IR page pinnacleinvestment.com/invest | |
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Tags
multi-affiliate model, active etfs, private markets, equity management, fixed income, institutional distribution, retail distribution, wholesale distribution, listed closed-end funds, global investment strategies, Antipodes Partners, Hyperion, Metrics, Five V, Palisade, Riparian, Life Cycle Investment Partners, Longwave Capital Partners, Advantage Partners, VSS, Plato, Resolution Capital, Solaris, Aikya, Coolabah, Firetrail, Langdon, Longwave Australian Small Companies Fund, WAVE Active ETF, Pacific Portfolio Solutions
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Metrics
| Valuation | |
|---|---|
| Market cap | A$ 3.631B |
| P/E | 16.86 |
| P/BV | 2.68 |
| P/S | 33.11 |
| P/OCF | 10.42 |
| P/FCF | — |
| Dividend yield | — |
| Turnover / mcap | — |
| Returns | |
|---|---|
| ROE | 17.0% |
| ROI | 12.6% |
| ROIC | 12.6% |
| Profit margin | 161.1% |
| Growth | |
|---|---|
| Revenue growing | Yes |
| Profits growing | Yes |
| Revenue up 3y | Yes |
| Revenue up 5y | No |
| Quality | |
|---|---|
| Profitable | Yes |
| Margin expanding | No |
| Buying back stock | No |
| Diluting (TTM) | Yes |
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| News sentiment (TTM) | 0 |
| Quality score | 35.3% |
| Insiders | |
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| Figure | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 | FY 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 109.688M | 65.475M | 48.988M | 45.513M | 45.997M | 32.514M | 22.407M | 21.123M | 16.542M | 10.976M | 8.384M | 7.647M |
| Net profit | 176.712M | 134.427M | 90.351M | 76.472M | 76.365M | 67.017M | 32.206M | 30.549M | 23.476M | 13.257M | 7.192M | -7.358M |
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