Pathstone

Overview

Pathstone is an independent registered investment adviser organized as a limited liability company and operating as a capital allocator for both high-net-worth individuals and institutional clients. The firm provides financial planning and portfolio management across individual, pooled-vehicle, business and institutional mandates, and it also offers adviser selection and investor education. Fee arrangements are flexible and include AUM-based fees, hourly and fixed fees, and performance-based structures. Pathstone reports being an active ESG investor and lists business activity that includes accounting services. Pathstone has been publicly recognized by trade outlets on multiple occasions. Recent mentions include repeated placement on Barron's Top 100 RIA Firms lists, appearances on Forbes’ RIA rankings, and features such as CNBC’s Elite Advisors. The firm also has affiliations that reflect operating roles in investment vehicles and trustee or sponsor relationships, including activity as a sponsor, general partner or managing member of pooled investment vehicles and relationships with trust companies and other adviser types.

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Location & Offices