PINNACLE ASSOCIATES, LTD.

NEW YORK, NY

(212) 652-3200

SEC #801-20841

Total AUM

$10.4B

Employees

Clients

2,328

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

286 MADISON AVENUE
20TH FLOOR
NEW YORK
NY 10017
United States

Operating Hours

9:00 AM TO 5:00 PM
Monday - Friday

Phone

(212) 652-3200

Other Offices

Financials

Total AUM

$10.4B

Accounts

6,766

Discretionary

$10.4B

Accounts

6,765

Non-Discretionary

$2.1M

Accounts

Clients

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Individual Clients

1,370

AUM

$2B

HNW Individual Clients

438

AUM

$1.9B

Pooled Vehicle Clients

AUM

$185.8M

Pension/Profit Sharing Plan Clients

AUM

$349.2M

Charitable Organization Clients

AUM

$1.8M

Government Entity Clients

AUM

$240M

Investment Advisor Clients

AUM

$2.3B

Corporation or Business Clients

AUM

$483.8M

Other Clients

432

AUM

$2.9B

Description of Other Clients

TRUSTS, FOUNDATIONS, ENDOWMENTS

Services

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Services Offered

Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management

Compensation Types

Charges Fixed FeeCharges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

AZCACTDEFLGAILINKYLAMAMDMEMIMONCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI

Affiliates

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Affiliates

Reported 3 business affiliates.

Claimed Affiliates

Reported as an affiliate by 3 other businesses.