PINNACLE ASSOCIATES, LTD.
CRD #110631 SEC #801-20841 NEW YORK, NY (212) 652-3200
SEC Registered Private Funds
Total AUM
$9.9B
Discretionary
$9.9B
Employees
70
Clients
101
Accounts
6,429
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $9.9B | $9.9B | $1.9M | 70 | 0 |
| Mar 2024 | $8.1B | $8.1B | $3.3M | 64 | 0 |
| May 2023 | $6.6B | $6.6B | $0 | 58 | 0 |
| Mar 2023 | $6.6B | $6.6B | $0 | 58 | 0 |
| Sep 2022 | $7.7B | $7.7B | $0 | 61 | 0 |
| Mar 2022 | $7.7B | $7.7B | $0 | 61 | 0 |
| Jul 2021 | $6.7B | $6.7B | $0 | 58 | 0 |
| Mar 2021 | $6.7B | $6.7B | $0 | 58 | 0 |
| Jun 2020 | $6.2B | $6.2B | $0 | 56 | 0 |
| Mar 2020 | $6.2B | $6.2B | $0 | 56 | 0 |
| Mar 2019 | $5.3B | $5.3B | $0 | 55 | 0 |
| Jun 2018 | $6.5B | $6.5B | $0 | 53 | 0 |
| Mar 2018 | $6.5B | $6.5B | $0 | 53 | 0 |
| May 2017 | $6.1B | $6.1B | $0 | 50 | 2,400 |
| Mar 2017 | $6.1B | $6.1B | $0 | 50 | 2,400 |
| Jul 2016 | $6B | $6B | $0 | 50 | 2,400 |
| Mar 2016 | $6B | $6B | $0 | 50 | 2,400 |
| Dec 2015 | $6.4B | $6.4B | $0 | 49 | 3,100 |
| Jul 2015 | $6.4B | $6.4B | $0 | 49 | 3,100 |
| Apr 2015 | $6.4B | $6.4B | $0 | 49 | 3,100 |
| Mar 2015 | $6.4B | $6.4B | $0 | 49 | 3,100 |
| Nov 2014 | $6.3B | $6.3B | $0 | 50 | 3,000 |
| Nov 2014 | $6.3B | $6.3B | $0 | 50 | 3,000 |
| Mar 2014 | $6.3B | $6.3B | $0 | 50 | 3,000 |
| Jan 2014 | $5.2B | $5.2B | $0 | 50 | 2,800 |
| Jan 2014 | $5.2B | $5.2B | $0 | 50 | 2,800 |
| Sep 2013 | $5.2B | $5.2B | $0 | 50 | 2,800 |
| Jul 2013 | $5.2B | $5.2B | $0 | 50 | 2,800 |
| Mar 2013 | $5.2B | $5.2B | $0 | 50 | 2,800 |
| Dec 2012 | $4.6B | $4.6B | $0 | 50 | 2,800 |
| Oct 2012 | $4.6B | $4.6B | $0 | 51 | 2,800 |
| May 2012 | $4.6B | $4.6B | $0 | 51 | 2,800 |
| May 2012 | $4.6B | $4.6B | $0 | 51 | 2,800 |
| Apr 2012 | $4.6B | $4.6B | $0 | 51 | 2,800 |
| Mar 2012 | $4.6B | $4.6B | $0 | 51 | 2,800 |
| Jul 2011 | $5B | $5B | $0 | 51 | -- |
| Mar 2011 | $5B | $5B | $0 | 51 | -- |
| Aug 2010 | $4.4B | $4.4B | $0 | 51 | -- |
| Jul 2010 | $4.4B | $4.4B | $0 | 51 | -- |
| Mar 2010 | $4.4B | $4.4B | $0 | 51 | -- |
| Mar 2009 | $3.4B | $3.4B | $0 | 51 | -- |
| Mar 2007 | $4.7B | $4.7B | $0 | 51 | -- |
| May 2004 | $2.4B | $2.4B | $0 | -- | -- |
| May 2004 | $2.4B | $2.4B | $0 | -- | -- |
| Apr 2004 | $2.4B | $2.4B | $0 | -- | -- |
| Mar 2004 | $2.4B | $2.4B | $0 | -- | -- |
| Mar 2004 | $2.4B | $2.4B | $0 | -- | -- |
| Jan 2004 | $1.5B | $1.5B | $0 | -- | -- |
| Apr 2002 | $1.8B | $1.8B | $0 | -- | -- |
| Mar 2002 | $1.8B | $1.8B | $0 | -- | -- |
| Mar 2002 | $1.8B | $1.8B | $0 | -- | -- |
| Jun 2001 | $1.8B | $1.8B | $0 | -- | -- |
DateMar 2025
Total AUM$9.9B
Discretionary$9.9B
Non-Disc.$1.9M
Employees70
Clients0
DateMar 2024
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$3.3M
Employees64
Clients0
DateMay 2023
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees58
Clients0
DateMar 2023
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees58
Clients0
DateSep 2022
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees61
Clients0
DateMar 2022
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees61
Clients0
DateJul 2021
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees58
Clients0
DateMar 2021
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees58
Clients0
DateJun 2020
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees56
Clients0
DateMar 2020
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees56
Clients0
DateMar 2019
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees55
Clients0
DateJun 2018
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees53
Clients0
DateMar 2018
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees53
Clients0
DateMay 2017
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees50
Clients2,400
DateMar 2017
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees50
Clients2,400
DateJul 2016
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees50
Clients2,400
DateMar 2016
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees50
Clients2,400
DateDec 2015
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees49
Clients3,100
DateJul 2015
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees49
Clients3,100
DateApr 2015
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees49
Clients3,100
DateMar 2015
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees49
Clients3,100
DateNov 2014
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees50
Clients3,000
DateNov 2014
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees50
Clients3,000
DateMar 2014
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees50
Clients3,000
DateJan 2014
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees50
Clients2,800
DateJan 2014
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees50
Clients2,800
DateSep 2013
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees50
Clients2,800
DateJul 2013
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees50
Clients2,800
DateMar 2013
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees50
Clients2,800
DateDec 2012
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees50
Clients2,800
DateOct 2012
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees51
Clients2,800
DateMay 2012
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees51
Clients2,800
DateMay 2012
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees51
Clients2,800
DateApr 2012
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees51
Clients2,800
DateMar 2012
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees51
Clients2,800
DateJul 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees51
Clients--
DateAug 2010
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees51
Clients--
DateJul 2010
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees51
Clients--
DateMar 2010
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees51
Clients--
DateMay 2004
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--