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PINNACLE ASSET MANAGEMENT, L.P.
CRD 126487 · SEC 801-62150
712 FIFTH AVENUE, 29TH FLOOR, NEW YORK, NY, 10019-4150, United States
Phone
212-750-1778
Fax
212-750-1825
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.89B
Discretionary AUM
$8.89B
Team
23 total employees; 10 advisory reps; 27 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees; FEE SHARING
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)ADVISORY/CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 27 | $8.89B |
States served
CO, MA, NY, MO, FL
All web addresses on file
Official SEC filing: View on IAPD