Pinnacle Associates, Ltd.
Overview
Pinnacle Associates, Ltd. is a New York-based investment advisory firm founded in 1984, offering comprehensive investment management services to individuals, families, and institutional clients. The firm emphasizes transparency and a client-first approach, managing multi-billion dollar assets in-house to ensure tailored investment solutions. The firm's investment strategy focuses on equity management, fixed income, and alternative investments, catering to various stages of investment, including growth, late stage, pre-IPO, and buyouts. Pinnacle Associates serves a diverse range of industries, such as technology, healthcare, financial services, consumer goods, energy, real estate, industrials, telecommunications, media, utilities, materials, consumer services, basic materials, consumer non-durables, and capital goods. With a commitment to personalized service, Pinnacle Associates has expanded its presence with multiple offices across the United States, including locations in New York, New Jersey, Connecticut, and Virginia. This expansion reflects the firm's dedication to meeting the evolving needs of its clients and maintaining long-term relationships built on trust and performance.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Pinnacle Associates, Ltd.
What sectors does Pinnacle Associates, Ltd. invest in?
Pinnacle Associates, Ltd. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Pinnacle Associates, Ltd. is listed as a institutional investor in the ConnectSafely investor database.
What stage does Pinnacle Associates, Ltd. invest at?
Pinnacle Associates, Ltd. backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Pinnacle Associates, Ltd. invest in?
Pinnacle Associates, Ltd. invests across United States.
Who are the partners at Pinnacle Associates, Ltd.?
Team members listed for Pinnacle Associates, Ltd. include Joseph Shea (Chief Compliance Officer) and Scott Brown (President).
What companies has Pinnacle Associates, Ltd. invested in?
Pinnacle Associates, Ltd.'s portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Pinnacle Associates, Ltd.?
Pinnacle Associates, Ltd.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
