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Pinnacle Associates, Ltd.

● SEC registered since 1984CRD 110631SEC# 801-20841New York, NY
Export (members)
Ranks #644 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$9.87B
Fund GAV
$137.7M
Private funds
4
Employees
70
Accounts
6,429
Location
New York, NY

Pinnacle Associates, Ltd. assets under management

Pinnacle Associates, Ltd. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 1984. It reports $9.9 billion in regulatory assets under management and employs 70 people. Pinnacle Associates, Ltd. manages 4 private funds with combined gross assets of $137.7 million, including Pinnacle Equity Fund, L.P. By regulatory assets, it ranks 644 of 5,911 private fund managers.

Pinnacle Associates, Ltd. private funds

4 funds · $137.7M GAV
FundTypeGross assetsMin.
Pinnacle Equity Fund, L.P.Other Private$109.7M$100K
Pinnacle Opportunity Fund, L.P.Other Private$15.5M$100K
Pinnacle All-Cap Fund, L.P.Other Private$10.8M$100K
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Pinnacle Associates, Ltd. owners & executives

30 reported
NameTitleOwnershipSince
Andronike L. Passios 2020 TrustOwner10-25%2023
Donald Maurer DowdVice PresidentUnder 5%2006
Eric Noel FreedgoodVice PresidentUnder 5%2011
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Frequently asked questions

How much does Pinnacle Associates, Ltd. manage?

Pinnacle Associates, Ltd. reports $9.9 billion in regulatory assets under management on its Form ADV.

How many private funds does Pinnacle Associates, Ltd. manage?

Pinnacle Associates, Ltd. manages 4 private funds with combined gross assets of $137.7 million.

How many employees does Pinnacle Associates, Ltd. have?

Pinnacle Associates, Ltd. reports 70 employees.

Where is Pinnacle Associates, Ltd. located?

Pinnacle Associates, Ltd. is based in New York, NY and has been SEC-registered since 1984.

Does Pinnacle Associates, Ltd. disclose fund performance?

Pinnacle Associates, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address286 Madison Avenue, 20th Floor, New York, NY 10017
Phone(212) 652-3200
Fax(212) 949-2029
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK743127
Discloses disciplinary historyNo

Assets under management

Discretionary$9.86B
Non-discretionary$1.9M
Total (RAUM)$9.87B

Service providers