Key facts
- Status: Privately Held (no backing).
Leadership
- Andrew GabrieleAssociate Portfolio Manager
- Donald DowdPortfolio Manager
- Edgar PerezHead Fixed Income Trader
- Eric FreedgoodVice President & Portfolio Manager
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- ·The full record, as it builds
Funding rounds
No funding rounds for Pinnacle Associates are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Pinnacle Associates
Owner and operator of an investment management company. The company is engaged in providing financial services such as tax planning, estate planning, income and cash flow management, disposal of capital assets, generation trusts, charitable foundations, and venture capital investments services to its clients. It serves individuals and businesses in New York, Florida, Illinois, Connecticut and New Jersey.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 94
- Website
- pinnacle-ny.com/
- Ownership
- Privately Held (no backing)
Pinnacle Associates doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Pinnacle Associates shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Pinnacle Associates in its N-PORT filings yet. We sweep new filings monthly.