# PINNACLE PENSION CONSULTANTS LLC

PINNACLE PENSION CONSULTANTS LLC of NEEDHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 133442
- Type: SEC-registered investment adviser
- SEC file number: 801-68286
- Location: 1492 HIGHLAND AVE., SUITE 9, NEEDHAM, MA, 02492
- Phone: 857-302-4105
- Latest filing: 2026-03-05
- Regulatory AUM: $2.2B
- Discretionary AUM: $279.4M
- Non-discretionary AUM: $1.9B
- Clients: 3
- Accounts: 66

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Clifford Lewis | 100% OWNER; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | — |
| MINGOLELLI MICHAEL A | MANAGER; VICE PRESIDENT | — |
| MINGOLELLI MARC ELLIOT | MANAGER; VICE PRESIDENT | — |
| LEWIS GREGORY CLIFFORD | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133442/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133442/similar
- Related entities: https://search.stillhousedata.com/firm/133442/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133442

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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.