Chief Financial Officer · Pinnacle Asset Management, L.P.
John J. Lee
CRD 2950820 · 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 John J. Lee on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Pinnacle Asset Management, L.P.Chief Financial OfficerPrivate fund adviser · New York, NY · $6.2B in regulatory assets
AtlasMembers
John’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
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- 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.
- Marcel N MassimbPartner and Head of Risk and Research, Pinnacle Asset Management, L.P.
- Jason M KellmanManaging Partner/chief Investment Officer/limited Partner, 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 John 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 John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.