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 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
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
TIMOTHY FAENZA
Chief Compliance OfficerCRD 5502996
Contacts
2 of 2SCOTT KELLMAN
Managing PartnerCRD 4438423
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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