{
  "crd_number": 151736,
  "slug": "pathstone-englewood-nj-151736",
  "primary_business_name": "PATHSTONE",
  "legal_name": "PATHSTONE FAMILY OFFICE, LLC",
  "dbas": [
    "PATHSTONE"
  ],
  "city": "Englewood",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-12-04",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 110295873738.0,
  "raum_discretionary": 65580318345.0,
  "raum_non_discretionary": 44715555393.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 704,
  "advisory_employees": 365,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 6340998378.0,
      "count": 72
    },
    "individuals": {
      "raum": 74424173.0,
      "count": 145
    },
    "pension_profit_sharing": {
      "raum": 306567608.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 91001328224.0,
      "count": 1834
    },
    "pooled_investment_vehicles": {
      "raum": 10664570838.0,
      "count": 165
    },
    "corporations_other_businesses": {
      "raum": 1907984517.0,
      "count": 23
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/PathstoneTheFamilyOffice",
    "https://findingmeaninginmoney.com",
    "https://hallcapital.com",
    "https://impactventurecapitalsummit.com",
    "https://instagram.com/Pathstone",
    "https://linkedin.com/company/Pathstone-Family-Office",
    "https://linkedin.com/company/cornerstone-capital-inc-",
    "https://linkedin.com/company/crestone-capital",
    "https://linkedin.com/company/dyson-capital-advisors/about",
    "https://linkedin.com/company/hall-capital-partners-llc",
    "https://linkedin.com/company/price-wealth",
    "https://linkedin.com/company/rex-capital-advisors-llc",
    "https://linkedin.com/company/veritable-lp",
    "https://linkedin.com/company/water-oak-advisors-llc",
    "https://linkedin.com/groups/4399247",
    "https://pathstone.com",
    "https://pathstoneexperiences.com",
    "https://pathstoneimsc.com",
    "https://pathstoneinvestmentconference.com",
    "https://vimeo.com/user11857944",
    "https://x.com/pathstone",
    "https://youtube.com/@pathstone-family-office"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151736",
  "city_as_filed": "ENGLEWOOD",
  "url": "https://advisorcensus.com/firm/pathstone-englewood-nj-151736",
  "display_name": "Pathstone",
  "summary": "Pathstone is an SEC-registered investment advisory firm in Englewood, NJ, registered since 2009, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Pathstone (CRD 151736): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Pathstone compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pathstone reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Pathstone located?",
      "a": "Pathstone's principal office is in Englewood, NJ, according to its Form ADV; the April 2026 filing also lists 18 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Pathstone registered with the SEC or a state?",
      "a": "Pathstone is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151736."
    },
    {
      "q": "How much does Pathstone manage?",
      "a": "Pathstone reports $110,295,873,738 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (59% discretionary)."
    },
    {
      "q": "How have Pathstone's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Pathstone: Regulatory assets under management: $19,598,088,292 in the October 2021 data and $110,295,873,738 in the October 2026 data, up 463%. Total employees: 198 in October 2021 and 704 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pathstone serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,834); pooled investment vehicles (other than investment companies and business development companies) (165); individuals (other than high net worth individuals) (145)."
    },
    {
      "q": "Which custodians does Pathstone use?",
      "a": "Pathstone's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and PNC Bank, N.A. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pathstone report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151736"
    },
    {
      "q": "What changed in Pathstone's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 342 to 365. Changed its office addresses in Atlanta, GA. Changed its office addresses in Austin, TX. Changed its office addresses in Bellevue, WA. Changed its office addresses in Boston, MA. Registered or notice-filed in AR, HI, MO, ND, OK."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 19598088292.0,
      "total_employees": 198,
      "filing_date": "2021-05-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 22604852072.0,
      "total_employees": 239,
      "filing_date": "2022-08-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 24835859938.0,
      "total_employees": 297,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 48258140483.0,
      "total_employees": 408,
      "filing_date": "2024-04-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 100444137501.0,
      "total_employees": 663,
      "filing_date": "2025-04-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 110295873738.0,
      "total_employees": 704,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 342 to 365.",
        "Changed its office addresses in Atlanta, GA.",
        "Changed its office addresses in Austin, TX.",
        "Changed its office addresses in Bellevue, WA.",
        "Changed its office addresses in Boston, MA.",
        "Registered or notice-filed in AR, HI, MO, ND, OK."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "PNC Bank, N.A.",
      "name_as_filed": "PNC BANK, N.A.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/pathstone-englewood-nj-151736.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 145,
      "fewer_than_5": false,
      "raum": 74424173.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1834,
      "fewer_than_5": false,
      "raum": 91001328224.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 165,
      "fewer_than_5": false,
      "raum": 10664570838.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 306567608.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 72,
      "fewer_than_5": false,
      "raum": 6340998378.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 23,
      "fewer_than_5": false,
      "raum": 1907984517.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151736",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}