PATHFINDER 360 MANAGEMENTCO, LLC

RIASEC RegisteredEst. 2025
Total AUM
$344M
Discretionary
$344M
100% of AUM
Avg account
$115M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
MINNETONKA, Minnesota
CRD number
319211
Registered since
July 21, 2025
Fee structure
Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pathfinder 360 Managementco, LLC is structured as an LLC and functions as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm registered with the SEC in 2025 and reports managing funds with fee arrangements that include fixed fees, performance-based fees and other fee components. Pathfinder 360 does not present itself as a multi-state adviser or an active ESG investor; its advisory activity is concentrated on portfolio management for pooled funds rather than acting as a capital allocator to outside managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JOSEPH HELMS

    PartnerCRD 5707387

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MINNETONKA, MN

HENNEPIN

Location

MINNETONKA, MN

Headquartered in MINNETONKA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
5850 Opus Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth