PINNACLE INVESTMENT MANAGEMENT INC
CRD #106222 SEC #801-40420 SIMSBURY, CT 860-651-1716
SEC Registered
Total AUM
$192M
Discretionary
$180.3M
Employees
6
Clients
1
Accounts
690
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $192M | $180.3M | $11.8M | 6 | 250 |
| Jan 2018 | $182.6M | $172.2M | $10.4M | 6 | 200 |
| Jan 2018 | $182.6M | $172.2M | $10.4M | 6 | 200 |
| May 2017 | $182.6M | $172.2M | $10.4M | 6 | 200 |
| Mar 2017 | $182.6M | $172.2M | $10.4M | 6 | 200 |
| Mar 2017 | $182.6M | $172.2M | $10.4M | 6 | 200 |
| Mar 2016 | $170.8M | $159.5M | $11.3M | 6 | 200 |
| Aug 2015 | $179.3M | $169.5M | $9.9M | 6 | 200 |
| Mar 2015 | $179.3M | $169.5M | $9.9M | 6 | 200 |
| Mar 2014 | $170.3M | $161.7M | $8.6M | 6 | 200 |
| Aug 2013 | $141.9M | $134.1M | $7.8M | 6 | 200 |
| Apr 2013 | $141.9M | $134.1M | $7.8M | 6 | 200 |
| Apr 2013 | $141.9M | $134.1M | $7.8M | 6 | 200 |
| Feb 2012 | $114.2M | $108.6M | $5.5M | 1 | 200 |
| Nov 2011 | $112.8M | $108.8M | $4.1M | 1 | 101 |
| Apr 2010 | $105.9M | $102M | $3.9M | 5 | -- |
| Mar 2008 | $127.8M | $121.7M | $6.1M | 5 | -- |
| Mar 2007 | $121.1M | $115.1M | $6.1M | 5 | -- |
| Mar 2006 | $97.7M | $92.9M | $4.8M | 5 | -- |
| Nov 2005 | $85.5M | $81.2M | $4.3M | 5 | -- |
| Mar 2002 | $53.8M | $53.1M | $692.6K | 5 | -- |
DateMar 2018
Total AUM$192M
Discretionary$180.3M
Non-Disc.$11.8M
Employees6
Clients250
DateJan 2018
Total AUM$182.6M
Discretionary$172.2M
Non-Disc.$10.4M
Employees6
Clients200
DateJan 2018
Total AUM$182.6M
Discretionary$172.2M
Non-Disc.$10.4M
Employees6
Clients200
DateMay 2017
Total AUM$182.6M
Discretionary$172.2M
Non-Disc.$10.4M
Employees6
Clients200
DateMar 2017
Total AUM$182.6M
Discretionary$172.2M
Non-Disc.$10.4M
Employees6
Clients200
DateMar 2017
Total AUM$182.6M
Discretionary$172.2M
Non-Disc.$10.4M
Employees6
Clients200
DateMar 2016
Total AUM$170.8M
Discretionary$159.5M
Non-Disc.$11.3M
Employees6
Clients200
DateAug 2015
Total AUM$179.3M
Discretionary$169.5M
Non-Disc.$9.9M
Employees6
Clients200
DateMar 2015
Total AUM$179.3M
Discretionary$169.5M
Non-Disc.$9.9M
Employees6
Clients200
DateMar 2014
Total AUM$170.3M
Discretionary$161.7M
Non-Disc.$8.6M
Employees6
Clients200
DateAug 2013
Total AUM$141.9M
Discretionary$134.1M
Non-Disc.$7.8M
Employees6
Clients200
DateApr 2013
Total AUM$141.9M
Discretionary$134.1M
Non-Disc.$7.8M
Employees6
Clients200
DateApr 2013
Total AUM$141.9M
Discretionary$134.1M
Non-Disc.$7.8M
Employees6
Clients200
DateFeb 2012
Total AUM$114.2M
Discretionary$108.6M
Non-Disc.$5.5M
Employees1
Clients200
DateNov 2011
Total AUM$112.8M
Discretionary$108.8M
Non-Disc.$4.1M
Employees1
Clients101
DateApr 2010
Total AUM$105.9M
Discretionary$102M
Non-Disc.$3.9M
Employees5
Clients--
DateMar 2008
Total AUM$127.8M
Discretionary$121.7M
Non-Disc.$6.1M
Employees5
Clients--
DateMar 2007
Total AUM$121.1M
Discretionary$115.1M
Non-Disc.$6.1M
Employees5
Clients--
DateMar 2006
Total AUM$97.7M
Discretionary$92.9M
Non-Disc.$4.8M
Employees5
Clients--
DateNov 2005
Total AUM$85.5M
Discretionary$81.2M
Non-Disc.$4.3M
Employees5
Clients--
DateMar 2002
Total AUM$53.8M
Discretionary$53.1M
Non-Disc.$692.6K
Employees5
Clients--