# Pinnacle Physicals & Financing Tax-Exempt Fund, L.P. — Form D/A

Pinnacle Physicals & Financing Tax-Exempt Fund, L.P. of NEW YORK, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2021-02-16. $130.8M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2021-02-16
- Form: D/A
- Accession: 0001476059-21-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $130.8M
- Minimum investment: $1.0M
- Investors: 2
- Date of first sale: 2009-11-13
- Security types: fund interests
- SEC file number: 021-136107

## Issuer

- Name: Pinnacle Physicals & Financing Tax-Exempt Fund, L.P.
- CIK: 0001476059
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2009
- Address: 712 FIFTH AVENUE, 29TH FLOOR, NEW YORK, NY, 10019
- Phone: 212-750-1778

## Officers, directors & promoters (20)

| Name | Role | Location |
| --- | --- | --- |
| Marcel N Massimb | Executive Officer | New York, NY |
| Jason M Kellman | Executive Officer | New York, NY |
| Donnell A Segalas | Executive Officer | New York, NY |
| Scott L Kellman | Executive Officer | New York, NY |
| John J Lee | Executive Officer | New York, NY |
| Timothy P Faenza | Executive Officer | New York, NY |
| John P Lee | Executive Officer | Columbus, OH |
| Scott N Kellman | Executive Officer | new York, NY |
| Donnell A. Segalas | Executive Officer | New York, NY |
| Donnell A. Segalas | Related Person | New York, NY |
| Jason M. Kellman | Executive Officer | New York, NY |
| Jason M. Kellman | Related Person | New York, NY |
| Scott L. Kellman | Executive Officer | New York, NY |
| Scott L. Kellman | Related Person | New York, NY |
| Marcel N. Massimb | Executive Officer | New York, NY |
| Marcel N. Massimb | Related Person | New York, NY |
| Timothy P. Faenza | Executive Officer | New York, NY |
| Timothy P. Faenza | Related Person | New York, NY |
| John J. Lee | Executive Officer | New York, NY |
| John J. Lee | Related Person | New York, NY |

## Other filings by this issuer (17)

_Showing 15 of 17 filings._

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-02-13](https://search.stillhousedata.com/formd/0001476059-26-000001) | D/A | — | $255.8M |
| [2025-02-13](https://search.stillhousedata.com/formd/0001476059-25-000001) | D/A | — | $205.8M |
| [2024-02-16](https://search.stillhousedata.com/formd/0001433068-24-000003) | D/A | — | $205.8M |
| [2023-02-21](https://search.stillhousedata.com/formd/0001476059-23-000001) | D/A | — | $205.8M |
| [2022-02-17](https://search.stillhousedata.com/formd/0001476059-22-000001) | D/A | — | $130.8M |
| [2020-02-14](https://search.stillhousedata.com/formd/0001476059-20-000001) | D/A | — | $130.8M |
| [2019-02-15](https://search.stillhousedata.com/formd/0001476059-19-000001) | D/A | — | $100.8M |
| [2018-02-16](https://search.stillhousedata.com/formd/0001476059-18-000001) | D/A | — | $58.8M |
| [2017-02-17](https://search.stillhousedata.com/formd/0001476059-17-000002) | D/A | — | $58.8M |
| [2016-02-18](https://search.stillhousedata.com/formd/0001436620-16-000003) | D/A | — | $55.0M |
| [2015-02-18](https://search.stillhousedata.com/formd/0001476059-15-000001) | D/A | — | $50.3M |
| [2014-02-18](https://search.stillhousedata.com/formd/0001268349-14-000006) | D/A | — | $45.0M |
| [2013-02-19](https://search.stillhousedata.com/formd/0001476059-13-000001) | D/A | — | $45.0M |
| [2012-02-23](https://search.stillhousedata.com/formd/0001468971-12-000003) | D/A | — | $45.0M |
| [2011-02-23](https://search.stillhousedata.com/formd/0001189551-11-000006) | D/A | — | $45.0M |

## More

- [CIK 1476059 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1476059&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001476059-21-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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