Pinnacle Asset Management, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 126487
- Registered since
- June 20, 2003
- Website
- pinnacle-lp.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pinnacle Asset Management, L.P. is a limited partnership operating as a hedge fund manager and registered with the SEC since 2003. The firm serves institutional clients and functions as a sponsor/GP and manager of pooled investment vehicles; its regulatory activities include CPO/CTA responsibilities and portfolio management for pooled funds. Compensation for its services includes a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements). Pinnacle does not self-identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4John Lee
CFOCRD 2950820
Donnell Segalas
Managing Partner and Chief Executive OfficerCRD 730326
Jason Kellman
Managing Partner and Chief Investment OfficerCRD 5079712
Contacts
3 of 3Scott Kellman
Managing PartnerCRD 4438423
Kristen Hinson
CRD 8320533
Marcel Massimb
Managing Director, ResearchCRD 4927369
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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