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 09/30/21. The fund's latest filing disclosed 5BN in positions, representing 84% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 5BN in positions, representing 84% of the manager's regulatory AUM.
PINNACLE ASSOCIATES StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PINNACLE ASSOCIATES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.09% | Tech | 6.16% | -0.2% | 0 | 39% | ||
| JNJ | 2.52% | Health | 2.17% | -0.06% | 0 | 30% | ||
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FEATURED IN
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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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 ...
Unlock Full Investment Process Description
PINNACLE ASSOCIATES Portfolio Concentration
PINNACLE ASSOCIATES Location
335 MADISON AVENUE
SUITE 1100
NEW YORK, New York
UNITED STATES, 10017
SUITE 1100
NEW YORK, New York
UNITED STATES, 10017
PINNACLE ASSOCIATES Contact Information
Phone Number: 212-652-3200
Fax Number: 212-949-2029
Website: http://www.pinnacle-ny.com
Fax Number: 212-949-2029
Website: http://www.pinnacle-ny.com
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