| Owner | Title | From | %Ownership |
|---|---|---|---|
| Ferrare, James, F | Executive Vice President | 02/1999 | 10-25% |
| Harris, King, Hanford | Senior Vice President | 06/1998 | < 5% |
| Heyman, Joel, Michael | Senior Vice President/director of Operations | 04/1995 | < 5% |
| Stein, Harold, Ward | Senior Portfolio Manager | 02/2003 | < 5% |
| Delfino, Michael, Francis | Director of Taft Hartley Services | 01/2005 | < 5% |
| Piacentini, Timothy, Joseph | Senior Portfolio Manager | 09/2002 | < 5% |
| Passios, John, Thomas | Executive Vice President | 06/1986 | 10-25% |
| Passios, Kimon | Executive Vice President | 05/1996 | 10-25% |
| Root, Susan, Leondis | Senior Account Administrator | 03/1999 | 10-25% |
| Freedgood, Eric, Noel | Vice President | 06/2011 | < 5% |
| Marron, Peter, Nathan | Executive Vice President | 01/1993 | < 5% |
| Brown, Scott, Michael | President | 02/2015 | < 5% |
| Dowd, Donald, Maurer | Vice President | 10/2006 | < 5% |
| Lagermasini, Paul, Joseph | Chief Financial Officer | 11/2018 | < 5% |
| Passios, Andronike | Trustee | 07/2021 | |
| Shea, Joseph, William | Chief Compliance Officer | 04/2018 | < 5% |
| the Article IV Non Exempt Marital Trust Ua Thomas Passios Rev TR DTD 11-21-17 | Owner | 07/2021 | 5-10% |
| the Article IV GST Exempt Marital Trust Ua Thomas Passios Rev TR DTD 11-21-17 | Owner | 07/2021 | 5-10% |
| Passios, Andronike | Trustee | 07/2021 | |
| Passios, John, Thomas | Trustee | 07/2021 | |
| Passios, John, Thomas | Trustee | 07/2021 | |
| Brown, Scott, Michael | Trustee | 01/2022 | |
| Andronike L. Passios 2020 Trust | Owner | 03/2023 | < 5% |
| Root, Susan, Leondis | Trustee | 03/2023 | |
| Borgese, Patrice | Trustee | 03/2023 |
| Fund structure | AUM | Fund type |
|---|---|---|
| Pinnacle Associates, LTD. | $6.59 bn | |
| Pinnacle All-cap Fund, L.P. | $7.91 mm | Other Private Fund |
| Pinnacle Equity Fund, L.P. | $137.60 mm | Other Private Fund |
| Pinnacle International Small Cap Partners, L.P. | $9.16 mm | Other Private Fund |
| Pinnacle Opportunity Fund, L.P. | $16.31 mm | Other Private Fund |
