Pinnacle Associates, Ltd.
● SEC registered since 1984CRD 110631SEC# 801-20841New York, NY
Ranks #836 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$10.39B
Fund GAV
$176.1M
Private funds
4
Employees
69
Accounts
6,766
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 $10.4 billion in regulatory assets under management and employs 69 people. Pinnacle Associates, Ltd. manages 4 private funds with combined gross assets of $176.1 million, including Pinnacle Equity Fund, L.P. By regulatory assets, it ranks 836 of 6,004 private fund managers.
Pinnacle Associates, Ltd. private funds
4 funds · $176.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Pinnacle Equity Fund, L.P. | Other Private | $139.1M | $100K |
| Pinnacle Opportunity Fund, L.P. | Other Private | $21.9M | $100K |
| Pinnacle All-Cap Fund, L.P. | Other Private | $14.2M | $100K |
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Join to unlock · $37/moPinnacle Associates, Ltd. owners & executives
30 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andronike L. Passios 2020 Trust | Owner | 10-25% | 2023 |
| Donald Maurer Dowd | Vice President | Under 5% | 2006 |
| Eric Noel Freedgood | Vice President | Under 5% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Associates, Ltd. manage?
Pinnacle Associates, Ltd. reports $10.4 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 $176.1 million.
How many employees does Pinnacle Associates, Ltd. have?
Pinnacle Associates, Ltd. reports 69 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
| Address | 286 Madison Avenue, 20th Floor, New York, NY 10017 |
| Phone | (212) 652-3200 |
| Fax | (212) 949-2029 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 743127 |
| Discloses disciplinary history | No |
Regulatory AUM
$10.39B▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
AUM vs fund managersTop 14%
Larger than 86% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$10.39Bregulatory AUM
Discretionary $10.38BNon-discretionary $2.1M
Service providers
Auditor
Custodian