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 4
Joseph Dibartolo
Chief Compliance OfficerCRD 1626360
Donnell Segalas
Managing Partner and Chief Executive OfficerCRD 730326
John Lee
CFOCRD 2950820
Contacts
3 of 3Marcel Massimb
Managing Director, ResearchCRD 4927369
Scott Kellman
Managing PartnerCRD 4438423
Kristen Hinson
CRD 8320533
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
Beck, Mack & Oliver LLC
RIANew York, NY
Stelac Advisory Services LLC
RIANew York, NY
Brinley Partners, LP
RIANew York, NY