Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

PATHSTONE FAMILY OFFICE, LLC

dba PATHSTONE · CRD 151736 · Registered Investment Adviser

Custody via related personManages private funds

PATHSTONE FAMILY OFFICE, LLC is a Registered Investment Adviser headquartered in ENGLEWOOD, NJ. The firm reports $110,295,873,738 in regulatory assets under management across 27,165 accounts, and manages 161 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$65,580,318,345
Non-discretionary$44,715,555,393
Total RAUM$110,295,873,738
Accounts27,165

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 151736. adviserinfo.sec.gov/firm/summary/151736.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.