Pinnacle Investments, LLC
● SEC registered since 2007CRD 142910SEC# 801-67860East Syracuse, NY
Reg. AUM
$1.29B
Employees
60
Accounts
3,143
Location
East Syracuse, NY
Pinnacle Investments, LLC assets under management
Pinnacle Investments, LLC operates as an SEC-registered investment adviser based in East Syracuse, NY. The firm has been registered since 2007. It reports $1.3 billion in regulatory assets under management and employs 60 people.
Pinnacle Investments, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Ryan Quilty Control | Chief Executive Officer | Under 5% | 2019 |
| Eric Douglas Krouse Control | Coo / Options Principal | Under 5% | 2011 |
| John Michael Ivan | Chief Compliance Officer | Under 5% | 2026 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Investments, LLC manage?
Pinnacle Investments, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Investments, LLC have?
Pinnacle Investments, LLC reports 60 employees.
Where is Pinnacle Investments, LLC located?
Pinnacle Investments, LLC is based in East Syracuse, NY and has been SEC-registered since 2007.
Does Pinnacle Investments, LLC disclose fund performance?
Pinnacle Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5845 Widewaters Pkwy, Ste 300, East Syracuse, NY 13057 |
| Phone | 315-251-1101 |
| Fax | 315-251-1110 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.29B▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$1.29Bregulatory AUM
Discretionary $1.28BNon-discretionary $16.3M