Form D · Hedge Fund

PINNACLE EQUITY FUND, L.P.

New York, NY · CIK 0001578071

Offering snapshot reported Jun 16, 2026 · SEC filing

Reported sold
$88.9M
Indefinite offering
Investors reported
204
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 1, 1989
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$44.5M$88.9MJun 19, 2013: $61,395,935.00Jun 19, 2013Jun 16, 2014: $67,537,661.00Jun 12, 2015: $70,459,050.00Jun 10, 2016: $73,388,050.00Jun 12, 2017: $77,643,409.00Jun 12, 2018: $81,905,722.00Jun 12, 2019: $83,015,996.00Jun 12, 2020: $83,408,996.00Jun 11, 2021: $85,430,996.00Jun 10, 2022: $86,544,996.00Jun 9, 2023: $87,914,996.00May 31, 2024: $88,940,860.00May 30, 2025: $88,940,860.00Jun 16, 2026: $88,940,860.00Jun 16, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 16, 2026Amendment$88,940,860$0vs May 30, 2025204SEC filing
May 30, 2025Amendment$88,940,860$0vs May 31, 2024204SEC filing
May 31, 2024Amendment$88,940,860$1,025,864vs Jun 9, 2023204SEC filing
Jun 9, 2023Amendment$87,914,996$1,370,000vs Jun 10, 2022204SEC filing
Jun 10, 2022Amendment$86,544,996$1,114,000vs Jun 11, 2021200SEC filing
Jun 11, 2021Amendment$85,430,996$2,022,000vs Jun 12, 2020200SEC filing
Jun 12, 2020Amendment$83,408,996$393,000vs Jun 12, 2019204SEC filing
Jun 12, 2019Amendment$83,015,996$1,110,274vs Jun 12, 2018204SEC filing
Jun 12, 2018Amendment$81,905,722$4,262,313vs Jun 12, 2017198SEC filing
Jun 12, 2017Amendment$77,643,409$4,255,359vs Jun 10, 2016197SEC filing
Jun 10, 2016Amendment$73,388,050$2,929,000vs Jun 12, 2015197SEC filing
Jun 12, 2015Amendment$70,459,050$2,921,389vs Jun 16, 2014192SEC filing
Jun 16, 2014Amendment$67,537,661$6,141,726vs Jun 19, 2013194SEC filing
Jun 19, 2013Initial$61,395,935No comparison192SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-198264

Source: Form D, filed Jun 16, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PINNACLE EQUITY FUND, L.P.

Investment adviser: PINNACLE ASSOCIATES, LTD.

Gross asset value
$139M
Beneficial owners
87
ADV minimum commitment
$100K

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ASSURANCE DIMENSIONS TAMPA, Florida, United States
Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ASSURANCE DIMENSIONS
PCAOB 5036

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2080761 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-9950324138

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Thomas Passios Executive
Pinnacle Associates, Ltd. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Pinnacle Associates, Ltd. 286 Madison Avenue, 20 Th Floor
New York, NY, 10017