# PINNACLE ASSET MANAGEMENT, L.P.

PINNACLE ASSET MANAGEMENT, L.P. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 126487
- Type: SEC-registered investment adviser
- SEC file number: 801-62150
- Location: 712 FIFTH AVENUE, NEW YORK, NY, 10019-4150
- Phone: 212-750-1778
- Latest filing: 2026-08-04
- Regulatory AUM: $6.2B
- Discretionary AUM: $6.2B
- Clients: 23
- Accounts: 27

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos, Other

## Officers, owners & control persons (30)

_Showing 25 of 30 people._

| Name | Role | Location |
| --- | --- | --- |
| [Marcel N Massimb](https://search.stillhousedata.com/person/22848) | PARTNER AND HEAD OF RISK AND RESEARCH | New York, NY |
| [Jason M Kellman](https://search.stillhousedata.com/person/22849) | MANAGING MEMBER; MANAGING PARTNER/CHIEF INVESTMENT OFFICER/LIMITED PARTNER | New York, NY |
| [John Joseph Lee](https://search.stillhousedata.com/person/577783) | CHIEF FINANCIAL OFFICER | New York, NY |
| [Joseph Maurice Dibartolo](https://search.stillhousedata.com/person/662192) | CHIEF COMPLIANCE OFFICER | — |
| [Donnell Anthony Segalas](https://search.stillhousedata.com/person/675874) | MANAGING MEMBER; MANAGING PARTNER/CHIEF EXECUTIVE OFFICER/LIMITED PARTNER | — |
| [Scott Lee Kellman](https://search.stillhousedata.com/person/675875) | MANAGING MEMBER; MANAGING PARTNER/LIMITED PARTNER | — |
| [Timothy Peter Faenza](https://search.stillhousedata.com/person/675876) | CHIEF COMPLIANCE OFFICER | — |
| [Robert B Mi Only Goergen](https://search.stillhousedata.com/person/675877) | TRUSTEE | — |
| [LEE JOHN JOSEPH](https://search.stillhousedata.com/person/746676) | CHIEF FINANCIAL OFFICER | — |
| [SCALAMANDRE ERNEST A](https://search.stillhousedata.com/person/750128) | PRINCIPAL/CIO; SENIOR MANAGING DIRECTOR | — |
| [SEGALAS DONNELL ANTHONY](https://search.stillhousedata.com/person/752215) | MANAGING MEMBER; MANAGING PARTNER/CHIEF EXECUTIVE OFFICER/LIMITED PARTNER; PRESIDENT (+2 more) | — |
| [WILLIAMS WILLIS W](https://search.stillhousedata.com/person/752216) | CHIEF COMPLIANCE OFFICER | — |
| [MASSIMB MARCEL N](https://search.stillhousedata.com/person/752217) | DIRECTOR OF RESEARCH AND RISK MANAGEMENT; DIRECTOR OF RESEARCH AND RISK MANAGEMENT/LIMTED PARTNER; MANAGING DIRECTOR, RESEARCH AND RISK MANAGEMENT/LIMITED PARTNER (+1 more) | — |
| [BEER ELEANOR C](https://search.stillhousedata.com/person/752218) | OWNER | — |
| [KELLMAN JASON M](https://search.stillhousedata.com/person/752219) | MANAGING MEMBER; MANAGING PARTNER/CHIEF INVESTMENT OFFICER/LIMITED PARTNER; MANAGING PARTNER/CHIEF INVESTMENT OFFICER/LIMTED PARTNER | — |
| [KELLMAN SCOTT LEE](https://search.stillhousedata.com/person/752220) | CHIEF OPERATING OFFICER/LIMTED PARTNER; MANAGING MEMBER; MANAGING PARTNER/LIMITED PARTNER (+1 more) | — |
| [FALIKS AVIEL](https://search.stillhousedata.com/person/763759) | OWNER | — |
| [BEER ANDREW DAVID](https://search.stillhousedata.com/person/770444) | LIMITED PARTNER; OWNER | — |
| [BEER ELEANOR CHAI](https://search.stillhousedata.com/person/771800) | MEMBER; OWNER | — |
| [KIRINCICH JOSEPH](https://search.stillhousedata.com/person/776471) | CHIEF FINANCIAL OFFICER | — |
| [HASTINGS MARK ROBERT](https://search.stillhousedata.com/person/782610) | DIRECTOR OF COMPLIANCE; GENERAL COUNSEL AND DIRECTOR OF COMPLIANCE | — |
| [BRAUN MICHAEL](https://search.stillhousedata.com/person/783544) | MANAGING DIRECTOR | — |
| [FAENZA TIMOTHY PETER](https://search.stillhousedata.com/person/795367) | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT OF FINANCE | — |
| [KELLMAN JASON KELLMAN](https://search.stillhousedata.com/person/799836) | CHIEF INVESTMENT OFFICER/LIMTED PARTNER; DIRECTOR OF INVESTMENTS | — |
| [COWEN DAVID JACK](https://search.stillhousedata.com/person/805307) | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126487/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126487/similar
- Related entities: https://search.stillhousedata.com/firm/126487/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126487

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.