Managing Partner/Chief Investment Officer/Limited Partner · Pinnacle Asset Management, L.P.
Jason M. Kellman
CRD 5079712 · Named on Form ADV at one SEC-registered adviser
At a glance
Pinnacle Asset Management, L.P., an SEC-registered private fund adviser based in New York, NY with $6.2 billion in regulatory assets, lists Jason M. Kellman on its Form ADV as Managing Partner/Chief Investment Officer/Limited Partner, a control person.
Firms and roles
- Pinnacle Asset Management, L.P.Managing Partner/Chief Investment Officer/Limited PartnerPrivate fund adviser · New York, NY · $6.2B in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Donnell A. SegalasManaging Partner/Chief Executive Officer/Limited Partner, Pinnacle Asset Management, L.P.
- John J. LeeChief Financial Officer, Pinnacle Asset Management, L.P.
- Marcel N. MassimbPartner and Head of Risk and Research, Pinnacle Asset Management, L.P.
- Scott L. KellmanManaging Partner/Limited Partner, Pinnacle Asset Management, L.P.
- Joseph M. DibartoloChief Compliance Officer, Pinnacle Asset Management, L.P.
1 more person named with Jason on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.