Overview
Multi-family office and independent wealth advisory platform.1
Provides investment, advisory, administration, and family office services for family and institutional capital pools.1
Investment program
- Estimated AUM
- $185B as of Dec 31, 20251
- Capital pool
- Multi-family office and institutional wealth platform2
- Investment model
- Not listed yet1
- Investment approach
- Not listed yet1
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Not listed yet1
- Performance
- Not listed yet
- Governance
- Not listed yet1
- Investment team
- Not listed yet1
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 4, 2026 · Verified
Sources
Last verified Jul 4, 2026 from public career and organization materials.
Fact notes
- Website (pathstone.com)Parent organization overview, Pool purpose, Estimated AUM, Investment model, Investment approach, Asset allocation, Governance, Investment team, Investment office page · checked Jul 4, 2026
- Manual research (pathstone.com)Institution type, Capital pool, Headquarters · checked Jul 4, 2026
Profile and job sources
- Manual research (pathstone.com)Manual research · checked Jul 4, 2026
- Website (pathstone.com)Website · checked Jul 4, 2026
- Website (pathstone.com)Website · checked Jul 4, 2026
- Primary job/profile sourceJob posting · checked Jul 4, 2026