Pinnacle Asset Management, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 126487
- Registered since
- June 20, 2003
- Website
- pinnacle-lp.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pinnacle Asset Management, L.P. is a limited partnership organized as a hedge fund manager that primarily serves institutional clients. The firm is SEC-registered (since 2003) and operates as a commodity pool operator/commodity trading advisor (CPO/CTA) while providing portfolio management for pooled investment vehicles. It routinely acts as sponsor, general partner and managing member of the funds it runs, and its fee structure includes asset-based fees and performance fees (plus other fee elements). The firm does not describe itself as an active ESG investor and is not set up as a multi-state or newly formed adviser. It is not identified as a capital allocator; instead, its activity centers on running proprietary pooled vehicles and allocating to third-party alternative managers in certain strategies.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Joseph Dibartolo
Chief Compliance OfficerCRD 1626360
Donnell Segalas
Managing Partner and Chief Executive OfficerCRD 730326
John Lee
CFOCRD 2950820
Contacts
2 of 2Marcel Massimb
Managing Director, ResearchCRD 4927369
Scott Kellman
Managing PartnerCRD 4438423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
J. Safra Asset Management Corporation
RIANew York, NY
Kimmeridge Energy Management Company, LLC
RIANew York, NY
Brightwood Capital Advisors, LLC
RIANew York, NY
Investcorp Investment Advisers LLC
RIANew York, NY
Beck, Mack & Oliver LLC
RIANew York, NY
Stelac Advisory Services LLC
RIANew York, NY