Pinnacle Associates Ltd

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Assets, Funds, Holdings

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CAFR Data
Pinnacle Associates Ltd
CRD #110631
SEC #801-20841
CIK #743127
AUM $5.3 BB (100% Disc, 97% US)
Employees55 (49% Investors, 0% Brokers)
Phone212-652-3200
Address335 Madison Avenue
New York, NY 10017
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
10.08.06.04.02.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
RCL24,450.0134.2
LRCX26,250.0130.8
CGNX8,970.0109.8
REGN45,030.092.0
TRMB9,750.082.8
INXN4,680.079.7
AAPL843,560.073.1
LVS46,620.067.6
CMI24,870.065.6
IONS10,230.064.8
View All
Holdings by Sector ($)
4.53.62.71.80.90.02012201420162019
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Pinmar Investors LP [2013-06-19]
5.6
4.6
Other Pinnacle All-Cap Fund LP [2013-06-19]
4.3
6.2
Other Pinnacle Equity Fund LP [2013-06-19]
83.0
143.4
Other Pinnacle International Small Cap Partners LP [2013-06-19]
74.0
9.6
Other Pinnacle Opportunity Fund LP [2013-06-19]
15.7
15.7
Other Pinnacle International Partners LP
2.2
View All
Fund Directors # Filings # Firms 2011-2019
Thomas Passios 5 1
Pinnacle Associates Ltd 4 1
Peter Marron 2 1
John Passios 1 1
James Ferrare 1 1
David Dineen 1 1
Comparable Firms State AUM ($BB)
Allen Investment Management LLC
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5.5
Churchill Management Corp
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5.5
Redmile Group LLC
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5.4
Chartwell Investment Partners
PA
5.2
O'Shaughnessy Asset Management LLC
CT
5.1
Fulcrum Asset Management LLP
5.1
Disciplined Growth Investors Inc
MN
5.1
Fiduciary Asset Management Co
MO
5.1
Litman Gregory Asset Management LLC
CA
5.0
Sontag Advisory LLC
NY
5.0
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