PATHSTONE

PATHSTONE FAMILY OFFICE, LLC

CRD 151736 · SEC 801-70776

Visit website

10 STERLING BLVD, SUITE 402, ENGLEWOOD, NJ, 07631, United States

Phone

201-944-7284

Fax

888-850-7284

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$110.30B

Discretionary AUM

$65.58B

Team

704 total employees; 365 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminarsFAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY

Client types

Type	Clients	AUM
Individuals	145	$74.4M
High net worth individuals	1834	$91.00B
Pooled investment vehicles	165	$10.66B
Pension/profit sharing plans	5	$306.6M
Charitable organizations	72	$6.34B
Corporations/business entities	23	$1.91B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD