PINNACLE ASSET MANAGEMENT, L.P.

RIASEC RegisteredEst. 2003
Total AUM
$8.9B
Discretionary
$8.9B
100% of AUM
Avg account
$329M
Accounts
27
Employees
23
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
126487
Registered since
June 20, 2003
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pinnacle Asset Management, L.P. is a limited partnership organized as a hedge fund manager and SEC-registered adviser since 2003. The firm primarily serves institutional clients and operates as an adviser and sponsor of pooled investment vehicles rather than as a broad capital allocator. Its business activities include acting as a commodity pool operator/commodity trading adviser (CPO/CTA) and providing portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member for funds it manages. Fee arrangements combine a percentage of assets under management with performance-based fees and other negotiated terms. Pinnacle does not report being an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • JOHN LEE

    CFOCRD 2950820

  • DONNELL SEGALAS

    Managing Partner and Chief Executive OfficerCRD 730326

  • TIMOTHY FAENZA

    Chief Compliance OfficerCRD 5502996

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Contacts

2 of 2
  • SCOTT KELLMAN

    Managing PartnerCRD 4438423

  • MARCEL MASSIMB

    Managing Director, ResearchCRD 4927369

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
712 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth