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PINNACLE ASSET MANAGEMENT, L.P.

NEW YORK, NY · CRD 126487 · IAPD ↗ · pinnacle-lp.com · 212-750-1778

$6.23BRegulatory AUM
10Advisory reps
23Employees
27Clients
0Planning clients
13Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
August 2026 — PINNACLE ASSET MANAGEMENT, L.P. reported RAUM down 30% ($8.89B -> $6.23B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2025 — PINNACLE ASSET MANAGEMENT, L.P. grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.