← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/29/2024）
PINNACLE ASSET MANAGEMENT, L.P. · 所有者与执行高管（CRD 126487）
机构事实页：PINNACLE ASSET MANAGEMENT, L.P. 事实页 → | 官方原文：IAPD firm-summary/126487
Schedule A · 直接所有者（9 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| PINNACLE ASSET MANAGEMENT, LLC | 境内实体 | GENERAL PARTNER | 是 | NA |
| SEGALAS, DONNELL, ANTHONY | 个人 | MANAGING PARTNER/CHIEF EXECUTIVE OFFICER/LIMITED PARTNER | 是 | NA |
| LEE, JOHN, JOSEPH | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| MASSIMB, MARCEL, N | 个人 | MANAGING DIRECTOR, RESEARCH AND RISK MANAGEMENT/LIMITED PARTNER | — | A |
| KELLMAN, JASON, M | 个人 | MANAGING PARTNER/CHIEF INVESTMENT OFFICER/LIMITED PARTNER | 是 | C |
| KELLMAN, SCOTT, LEE | 个人 | MANAGING PARTNER/LIMITED PARTNER | 是 | B |
| FAENZA, TIMOTHY, PETER | 个人 | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT OF FINANCE | 是 | NA |
| NGI STRATEGIC HOLDINGS (A) LP | 境内实体 | LIMITED PARTNER | — | B |
| RAM PEAK, LLC | 境内实体 | LIMITED PARTNER | — | B |
Schedule B · 执行高管（11 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| KELLMAN, JASON, M | MANAGING MEMBER | 是 |
| KELLMAN, SCOTT, LEE | MANAGING MEMBER | 是 |
| SEGALAS, DONNELL, ANTHONY | MANAGING MEMBER | 是 |
| ROPART INVESTMENTS, LLC | MEMBER | 是 |
| ROBERT B. GOERGEN LIVING TRUST | MEMBER | 是 |
| GOERGEN, ROBERT, B. (MI ONLY) | TRUSTEE | 是 |
| NGI STRATEGIC HOLDINGS GP LLC | GENERAL PARTNER | 是 |
| NGI STRATEGIC HOLDINGS II, INC. | LIMITED PARTNER | 是 |
| NGI STRATEGIC HOLDINGS II, INC. | MANAGING MEMBER | 是 |
| NGI STRATEGIC HOLDINGS I, INC. | SHAREHOLDER | 是 |
| NAVIGATOR GLOBAL INVESTMENTS LIMITED | SHAREHOLDER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
