Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
133220717
SEC advisor number
801-20841
FINRA CRD number
110631
AUM ?
$6.25B (as of 30 Jun 20)
Accounts
4,417 (as of 30 Jun 20)
Employees
56 (26 investment advisory or research)
Address
Pinnacle Associates
335 MADISON AVENUE
11TH FLOOR
NEW YORK
NY 10017
Phone
2126523200
Fund structure AUM Fund type
Pinnacle Associates, LTD. $6.25B
Pinnacle All-cap Fund, L.P. $6.83M Other Private Fund
Pinnacle Equity Fund, L.P. $160.55M Other Private Fund
Pinnacle International Small Cap Partners, L.P. $9.66M Other Private Fund
Pinnacle Opportunity Fund, L.P. $16.71M Other Private Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 672 long holdings
End of quarter 30 Sep 20
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$148.36M 1.28M 420.28K +204.8
$111.52M 749.02K 648.82K +15.4
$97.72M 464.59K 545.57K -14.8
$79.92M 5.96M 6.09M -2.1
$76.69M 594.42K 619.23K -4.0
$72.75M 371.75K 388.12K -4.2
$72.41M 218.28K 230.86K -5.5
$63.71M 190.24K 188.77K +0.8
$61.98M 110.72K 112.88K -1.9
$57.65M 374.84K 369.98K +1.3
$53.34M 709.91K 721.29K -1.6
$51.35M 349.88K 362.78K -3.6
$50.95M 16.18K 15.84K +2.1
$49.48M 760.11K 792.94K -4.1
$44.15M 168.57K 175.12K -3.7
$42.39M 870.39K 905.29K -3.9
$42.23M 211.17K 214.46K -1.5
$41.38M 1.35M 1.39M -2.9
$40.88M 424.68K 427.6K -0.7
$39.75M 359.22K NEW
$38.22M 181.02K 187.52K -3.5
$37.67M 135.59K 139.19K -2.6
$36.97M 204.46K 213.1K -4.1
$35.66M 879.2K 909.43K -3.3
$35.38M 127.41K 129.53K -1.6
$34.76M 751.39K 794.71K -5.5
$34.21M 488.54K 505.8K -3.4
$33M 397.86K 404.45K -1.6
$32.9M 508.31K 547.93K -7.2
$32.43M 96.49K 94.51K +2.1
$30.76M 180.61K 187.04K -3.4
$30.53M 1.19M 1.25M -4.2
$30.37M 582.09K 598.53K -2.7
$30.1M 1.42M 1.47M -3.4
Vanguard Intl Equity Index F
$30.01M 594.78K 587.17K +1.3
$28.66M 276.24K NEW
$27.74M 199.55K 199.37K +0.1
$27.66M 582.87K 601.7K -3.1
$27.03M 736.37K 724.17K +1.7
$26.93M 441.67K 445.19K -0.8
$26.91M 462.59K 490.55K -5.7
$26.75M 18.2K 18.42K -1.2
$26.45M 444.56K 429.27K +3.6
$25.72M 652.83K 661.91K -1.4
SPDR S&P Midcap 400 Etf TR
$25.62M 75.6K 76.16K -0.7
$25.28M 17.25K 17.81K -3.1
$24.71M 477.23K 477.35K -0.0
$24.59M 651.28K 620.74K +4.9
$24.22M 1.23M 991.77K +23.8
$23.86M 511.38K 523.89K -2.4
Holdings list only includes long positions. Only includes long positions.

Calendar

29 Nov 20
31 Dec 20

News

Financial reports

No filings

Current reports

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Registration and prospectus

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Proxies

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Other

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