PATHSTONE FAMILY OFFICE, LLC
Doing business as PATHSTONE. SEC Form ADV profile.
Total regulatory AUM
$110,295,873,738
Discretionary
$65,580,318,345
Non-discretionary
$44,715,555,393
Firm details
- CRD number
- 151736
- SEC file number
- 801-70776
- Main office
- ENGLEWOOD, NJ, United States
- Employees
- 704
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.