Pinnacle Asset Management, L.P.

RIASEC RegisteredEst. 2003
Total AUM
$6.2B
Discretionary
$6.2B
100% of AUM
Avg account
$231M
Accounts
27
Employees
23
Advisory reps
7

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 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

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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

  • Jason Kellman

    Managing Partner and Chief Investment OfficerCRD 5079712

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Contacts

3 of 3
  • Scott Kellman

    Managing PartnerCRD 4438423

  • Kristen Hinson

    CRD 8320533

  • 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