Pathstone
Registered investment advisor · Englewood, New Jersey · CRD #151736
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Pathstone
Pathstone is a multi-family office based in the US, dedicated to comprehensive wealth management and investment strategies for high-net-worth families, family offices, foundations, and endowments. With a team of over 300 professionals across 17 cities, the firm manages approximately $28 billion in assets. Pathstone emphasizes a client-focused approach that combines rigorous research with customized implementation to build, preserve, and transfer multigenerational wealth. The firm offers an inte
Fee Structure
Frequently Asked Questions
What is Pathstone's AUM?
Pathstone reports approximately $110.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Pathstone headquartered?
Pathstone is headquartered in Englewood, New Jersey.
What is Pathstone's CRD number?
Pathstone's CRD number is 151736. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Pathstone manage?
Pathstone manages approximately 27,165 client accounts according to its latest SEC filing.
Is Pathstone SEC registered?
Yes, Pathstone is registered with the SEC as an investment adviser with an approved registration status.
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