The PINNACLE ADVISORS LLC is a privately held investment adviser that advises $433.14K in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PINNACLE ADVISORS LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 26.46% over the last 5-years.
The Group has been registered with the SEC for 29.63 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 5845 WIDEWATERS PKWY STE 300, SYRACUSE, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $433.14K in assets advised are owned by 1 private fund, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $433.14K or 100% of Total Assets and Investment Companies (IC) own $0 or 0% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
PINNACLE ADVISORS LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.