# Pathstone

> 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.

- CRD: 151736
- Filed as: PATHSTONE
- Legal name: Pathstone Family Office, LLC
- Also doing business as: PATHSTONE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Englewood, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151736
- AdvisorCensus page: https://advisorcensus.com/firm/pathstone-englewood-nj-151736

## Quick answers

**How is Pathstone compensated?**
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.

**Where is Pathstone located?**
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).

**Is Pathstone registered with the SEC or a state?**
Pathstone is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151736.

**How much does Pathstone manage?**
Pathstone reports $110,295,873,738 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (59% discretionary).

**How have Pathstone's assets and staff changed since 2021?**
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.

**What types of clients does Pathstone serve?**
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).

**Which custodians does Pathstone use?**
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.

**Does Pathstone report any disciplinary disclosures?**
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

**What changed in Pathstone's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- PNC Bank, N.A.

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.

### Regulatory assets under management (Item 5.F)
- Total: $110,295,873,738
- Discretionary: $65,580,318,345
- Non-discretionary: $44,715,555,393

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 145 | $74,424,173 |
| High net worth individuals | 1,834 | $91,001,328,224 |
| Pooled investment vehicles (other than investment companies and business development companies) | 165 | $10,664,570,838 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $306,567,608 |
| Charitable organizations | 72 | $6,340,998,378 |
| Corporations or other businesses not listed above | 23 | $1,907,984,517 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2009 (16 years)
- Employees: 704 total, 365 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Alexandria, VA
- Atlanta, GA
- Austin, TX
- Bellevue, WA
- Boston, MA
- Boulder, CO
- Denver, CO
- Los Angeles, CA
- Naples, FL
- New York, NY
- Newton Square, PA
- Potomac, MD
- Providence, RI
- San Diego, CA
- San Francisco, CA
- Scottsdale, AZ
- Seattle, WA
- Winter Park, FL

### Websites listed on Form ADV (Item 1.I)
- findingmeaninginmoney.com
- hallcapital.com
- impactventurecapitalsummit.com
- pathstone.com
- pathstoneexperiences.com
- pathstoneimsc.com
- pathstoneinvestmentconference.com
- vimeo.com/user11857944
- Facebook @PathstoneTheFamilyOffice
- Instagram @Pathstone
- LinkedIn @Pathstone-Family-Office
- LinkedIn @cornerstone-capital-inc-
- LinkedIn @crestone-capital
- LinkedIn @dyson-capital-advisors
- LinkedIn @hall-capital-partners-llc
- LinkedIn @price-wealth
- LinkedIn @rex-capital-advisors-llc
- LinkedIn @veritable-lp
- LinkedIn @water-oak-advisors-llc
- LinkedIn linkedin.com
- X @pathstone
- YouTube @pathstone-family-office

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $19,598,088,292 | 198 | May 25, 2021 |
| October 2022 | $22,604,852,072 | 239 | August 9, 2022 |
| October 2023 | $24,835,859,938 | 297 | October 3, 2023 |
| October 2024 | $48,258,140,483 | 408 | April 17, 2024 |
| October 2025 | $100,444,137,501 | 663 | April 8, 2025 |
| October 2026 | $110,295,873,738 | 704 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pathstone (CRD 151736): Form ADV filing data as of October 2026.