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Pinnacle Associates

Pinnacle Associates is a fund manager in New York with $6.66B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
133220717
SEC advisor number
801-20841
FINRA CRD number
110631
AUM ?
$6.66B (as of 16 Jul 21)
Accounts
4,604 (as of 16 Jul 21)
Employees
58 (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. $6.66B
Pinnacle All-cap Fund, L.P. $7.56M Other Private Fund
Pinnacle Equity Fund, L.P. $167.92M Other Private Fund
Pinnacle International Small Cap Partners, L.P. $13.05M Other Private Fund
Pinnacle Opportunity Fund, L.P. $18.93M Other Private Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 756 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$167.65M 1.18M 1.18M +0.7
$136.35M 844.29K 844.89K -0.1
$129.45M 459.18K 452.43K +1.5
$83.94M 383.86K 383.14K +0.2
$79.95M 478.18K 519.47K -7.9
$77.86M 136.79K 140.85K -2.9
$76.65M 178.62K 183.23K -2.5
$66.64M 407.11K 403.96K +0.8
$66.05M 424.1K 502.58K -15.6
$63.77M 4.64M 4.66M -0.3
$62.99M 995.69K 1.03M -3.4
$61.79M 1.12M 1.15M -2.8
$60.61M 2.37M 2.44M -2.8
$58.65M 96.92K 99.38K -2.5
$53.76M 316.58K 323.22K -2.1
$53.67M 16.34K 14.51K +12.6
$52.47M 628.09K 678.46K -7.4
$51.98M 671.42K 705.43K -4.8
$50.69M 631.87K 654.17K -3.4
$49.86M 606.25K 628.69K -3.6
$48.99M 144.34K 143.8K +0.4
$48.27M 542.62K 552.07K -1.7
$46.63M 172.28K 177.42K -2.9
$45.64M 17.13K 17.41K -1.6
$45.57M 1.21M 1.25M -2.9
$45.39M 126.81K 138.83K -8.7
$44.76M 754.05K 766.5K -1.6
$43.97M 102.06K 101.1K +0.9
$42.64M 191.44K 193.23K -0.9
$40.11M 717.13K 697.61K +2.8
$40.03M 121.94K 122.9K -0.8
Vanguard Intl Equity Index F
$39.71M 651.37K 659.61K -1.2
$39.47M 990.46K 1.03M -3.7
$38.94M 295.62K 289.46K +2.1
$38.66M 14.46K 14.54K -0.6
$36.99M 684.85K 550.75K +24.3
$36.67M 197.2K 202.78K -2.8
$35.76M 161.01K 178.57K -9.8
SPDR S&P Midcap 400 Etf TR
$34.84M 72.46K 73.92K -2.0
$34.26M 807.16K 835.86K -3.4
$34.17M 454.87K 437.44K +4.0
$33.93M 483.43K 462.29K +4.6
$33.89M 788.03K 771.9K +2.1
$33.58M 616.85K 611.95K +0.8
$33.21M 321.36K 266.06K +20.8
$29.99M 562.91K 553.62K +1.7
$28.11M 1.43M 1.45M -2.0
$27.49M 282.5K 285.29K -1.0
$26.51M 142.15K 147.53K -3.6
$26.48M 156.52K 152.43K +2.7
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings