Verified 10 Nov 2026
Pathstone
Pathstone is a privately held wealth advisory firm in Englewood, New Jersey, that serves individuals, multigenerational families, family offices and institutions such as foundations and endowments. It combines investment management and manager selection with tax, estate, trust, governance, philanthropy and personal CFO services. Its Form ADV filed on 31 March 2026 reported $110.3 billion in regulatory assets for 1,834 high-net-worth clients.
- Type
- Multi-family office
- Location
- Englewood, New Jersey, United States
- Sectors
- Public equities, Private funds, Fixed income, Private equity, Real estate, Venture, Hedge funds
- Fund size / AUM
- $110.3B regulatory AUM (Form ADV, filed 2026-03-31)
- Latest fund or filing
- 31 Mar 2026
- Website
- pathstone.com
Contacts on file
For Pathstone, the paid file holds: 5 named decision-makers with roles; LinkedIn page.
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Sources
- adviserinfo.sec.gov/firm/summary/151736
- reports.adviserinfo.sec.gov/reports/ADV/151736/PDF/151736.pdf
- pathstone.com/
- pathstone.com/about-us/
- pathstone.com/capability/vision-values-legacy-discovery/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 16 lists
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