Pathstone is an SEC registered investment adviser organized as a limited liability company founded in 2010 with a primary office location in Englewood, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $110.3B in regulatory assets under management, 704 employees, 18 offices, and 27,165 accounts.
Assets Under Management
$110.3B
Employees
704
Offices
18 offices
Total Clients
2,245
Primary office
ENGLEWOOD, NJ
10 STERLING BLVD, SUITE 402, ENGLEWOOD, NJ, United States
Top client segmentHNWI represent 81.7% of total clients.
Top client categories% of clientsClients
1
HNWI
81.7%
1,834
2
Pooled Investment Vehicles
7.3%
165
3
Individuals
6.5%
145
4
Charitable
3.2%
72
5
Corporations
1.0%
23
Additional categories (<0.1%)
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110.3Bas of March 31, 2026
Discretionary59.5%
$65.6B
59% of total RAUM59.5%
Non-discretionary40.5%
$44.7B
41% of total RAUM40.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$110.3B
Total Accounts27,165
10Y AUM Change+$101.8B (+1190.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees704
Clients per Employee3:1
10Y Employee Change+608 (+633.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.