Pinnacle Associates
Asset Manager SEC-registered adviser
Legal name: Pinnacle Associates, LTD.
New York, NY Website
AUM
$10.4B
Regulatory AUM
Private funds
4
Other 4
Private fund assets
$176.1M
Gross asset value
Employees
69
Last Form D raise
Jun 2026
Most recent fund filing
From SEC Form ADV filing (filed Mar 26, 2026). View on SEC
People(16)
Owners and executive officers named on the firm's SEC Form ADV.
A
Trustee, The Article IV Gst Exempt Marital Trust Ua Thomas Passios Rev Tr Dtd 11-21-17
D
E
H
J
J
J
J
K
K
M
P
Funds(4)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Pinnacle Equity Fund, L.P. | Other | $139.1M | $88.9M | 204 | Jun 2026 | Hot |
| Pinnacle Opportunity Fund, L.P. | Other | $21.9M | $17.6M | 82 | Jun 2026 | Hot |
| Pinnacle All-Cap Fund, L.P. | Other | $14.2M | $4.3M | 8 | Jun 2026 | Hot |
| Pinnacle International Small Cap Partners, L.P. | Other | $878K | $74.6M | 145 | May 2024 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 110631
- SEC file number
- 801-20841
- CIK
- 743127
Sources
- SEC Form ADV Oct 14, 2026