PINNACLE ASSOCIATES Overview

Pinnacle Associates Ltd is an investment advisor that manages 6.4 BN dollars in regulatory AUM and has 49 employees, of which 22 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 78% of the manager's regulatory AUM.

PINNACLE ASSOCIATES StockAlpha

-3.1%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PINNACLE ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LRCX 2.54% Tech 6.1% 0.22% 0 13%
REGN 2.47% Health -7.29% -0.01% 0 11%
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FEATURED IN
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PINNACLE ASSOCIATES Founders and Key Employees

Name Title In Position Since
James F. Ferrare Executive Vice President February-1999
King H. Harris Senior Vice President June-1998
Joel M. Heyman Senior Vice President/Director Of Operations April-1995
Lilia Arceo Director Of Administration June-1985
Kenneth M. Sobolewski Director Of Marketing November-2002
Harold W. Stein Senior Portfolio Manager February-2003
Michael F. Delfino Director Of Taft Hartley Services January-2005
Timothy J. Piacentini Senior Portfolio Manager September-2002
John T. Passios Executive Vice President June-1986
Kimon Passios Executive Vice President May-1996
Susan L. Root Senior Account Administrator March-1999
Thomas Passios President March-1984
Eric N. Freedgood Vice President June-2011
Peter N. Marron Executive Vice President January-1993
Scott M. Brown Chief Compliance Officer February-2015
Donald M. Dowd Vice President/Portfolio Analyst October-2006

PINNACLE ASSOCIATES Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro

PINNACLE ASSOCIATES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Methods of Analysis and Investment Strategies


Pinnacle generally employs a fundamental, bottom-up analysis focused on generating alpha when evaluating and implementing investment decisions for its clients. Fundamental analysis involves an evaluation of the financial condition and competitive position of a particular company or issuer. For Pinnacle, this process typically involves an analysis of an issuer's financial data, management team, investment strategies, competition, performance history and reputation, all in an effort to determine if the opportunity is appropriate and in the best interest of its clients.

In addition, Pinnacle's primary investment strategies focus on long-term investments (e.g., securities held at least one year), as it believes this methodology has the best chance of delivering consistent overall performance. The firm offers a variety of investment ...
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PINNACLE ASSOCIATES Portfolio Concentration

PINNACLE ASSOCIATES Location

335 MADISON AVENUE
SUITE 1100
NEW YORK, New York
UNITED STATES, 10017

PINNACLE ASSOCIATES Contact Information

Phone Number: 212-652-3200
Fax Number: 212-949-2029
Website:

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