{"url":"https://nivawealth.com/firms/pinnacle-associates-110631","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110631","regulatoryAum":10386022125,"crd":"110631","secFileNumber":"801-20841","legalName":"Pinnacle Associates, LTD.","displayName":"Pinnacle Associates","website":"https://www.pinnacle-associates.com/","founded":null,"organization":"New York corporation","fiscalYearEnd":"December","headquarters":{"street":"286 Madison Avenue, 20th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10017"},"tradeNames":["Pinnacle Associates Investments","Pinnacle Associates LTD (ny)","Pinnacle Associates LTD. Corp.","Pinnacle Associates, Inc. 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Also trustee of Kimon Passios Dynasty Trust and a control person, since December 2024. Also trustee of The Article IV GST Exempt Marital Trust Ua Thomas Passios Rev TR DTD 11- 21-17 and a control person, since July 2021."},{"label":"Kimon Passios","detail":"Executive vice president in the 10% to 25% ownership band and a control person, since May 1996. Also trustee of Susan Root Dynasty Trust and a control person, since December 2024."},{"label":"Susan Root","detail":"Senior account administrator in the 10% to 25% ownership band, since March 1999. Also trustee of Andronike L. Passios 2020 Trust, since March 2023."},{"label":"The Article IV GST Exempt Marital Trust Ua Thomas Passios Rev TR DTD 11- 21-17","detail":"Owner in the 5% to 10% ownership band, since July 2021."},{"label":"The Article IV GST Exempt Marital","detail":"Owner in the 5% to 10% ownership band, since July 2021."},{"label":"Andronike L. 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They include 1,370 other individuals, 438 high-net-worth individuals and 432 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pinnacle Associates offer?","answer":"Pinnacle Associates provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Pinnacle Associates use?","answer":"Pinnacle Associates’ separately managed account assets are held at Charles Schwab & Co. (San Francisco, CA), with $6,296,732,920 and FMR LLC (Boston, MA), with $2,065,032,871. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pinnacle Associates have?","answer":"Pinnacle Associates has 34 investment adviser representatives registered with state securities authorities, out of 69 employees, and 33 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pinnacle Associates invest in?","answer":"At the end of its last fiscal year, Pinnacle Associates’ separately managed accounts held 79% exchange-traded equities, 6% U.S. government and agency bonds, 6% investment grade corporate bonds, 5% cash and equivalents, 3% state and local bonds and 1% pooled vehicles (private funds and similar). It advises 4 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pinnacle Associates?","answer":"Pinnacle Associates’ direct owners are James Ferrare, John Passios, Kimon Passios, Susan Root, the Article IV GST Exempt Marital Trust Ua Thomas Passios Rev TR DTD 11- 21-17, the Article IV GST Exempt Marital, Andronike L. Passios 2020 Trust, James Ferrare 2024 Dynasty Trust, John Passios Dynasty Trust, Kimon Passios Dynasty Trust and Susan Root Dynasty Trust, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pinnacle Associates get paid?","answer":"Pinnacle Associates is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}