Private fund adviser · New York, NY
Pinnacle Asset Management, L.P.
SEC-registered investment adviser · CRD 126487 · SEC 801-62150
At a glance
Pinnacle Asset Management, L.P. is an SEC-registered investment adviser based in New York, New York, with $6.2 billion in regulatory assets under management as of its Form ADV filed August 4, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 841st of 4,686 private fund advisers and 1,815th of 17,210 SEC-registered advisers by assets.
Main office 212-750-1778pinnacle-lp.comAs filed on Form ADV
- Regulatory AUM
- $6.2B
- Rank among private fund advisers
- #841 of 4,686
- Rank among all SEC RIAs
- #1,815 of 17,210
- Rank in New York
- #474 of 2,591
- Clients
- 27
- Accounts
- 27
- Discretionary
- 100% of AUM
- Employees
- 23
- Advisory staff
- 10
- Offices
- 5
Owners and executives on its Form ADV
- Donnell A. SegalasManaging Partner/chief Executive Officer/limited Partner
- John J. LeeChief Financial Officer
- Marcel N MassimbPartner and Head of Risk and Research
- Jason M KellmanManaging Partner/chief Investment Officer/limited Partner
- Scott L. KellmanManaging Partner/limited Partner
- Joseph M. DibartoloChief Compliance Officer
- Kristin P. HinsonGeneral Counsel and Chief Operating Officer
Custody and brokerage
Custodian
Pinnacle Asset Management, L.P.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 27 | $6.2B | 100% |
Private funds
Pinnacle Asset Management, L.P. reports 13 private funds with $11B in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Pinnacle Asset Management, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗pinnacle-lp.com ↗
AtlasMembers
The full record on Pinnacle Asset Management, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,236 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Pinnacle Asset Management, L.P. manage?
Pinnacle Asset Management, L.P. reports $6.2 billion in regulatory assets under management across 27 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 4, 2026.
What kind of firm is Pinnacle Asset Management, L.P.?
Pinnacle Asset Management, L.P. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Pinnacle Asset Management, L.P.’s clients?
By assets, its largest client types are pooled investment vehicles ($6.2 billion, 27 clients).
Does Pinnacle Asset Management, L.P. manage private funds?
Yes. It reports 13 private funds with $10.7 billion in gross assets, including hedge funds, other private funds.
Does Pinnacle Asset Management, L.P. have any disciplinary history?
Pinnacle Asset Management, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pinnacle Asset Management, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →