Family Office
Pathstone Federal
Mandate & appetite
- Preferred strategies
- Private EquityReal Estate
- Target geographies
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Investor profile
Institutional investor. based in Peter Nolan United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor
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Pathstone is a multi-family office based in the US, dedicated to comprehensive wealth management and investment strategies for high-net-worth families, family offices, foundations, and endowments. With a team of over 300 professionals across 17 cities, the firm manages approximately $28 billion in assets. Pathstone emphasizes a client-focused approach that combines rigorous research with customized implementation to build, preserve, and transfer multigenerational wealth. The firm offers an integrated platform that includes investment management and professional services. Its investment management features a global network of managers and a dedicated investment team, ensuring personalized strategies through disciplined investing. Professional services encompass tax and estate strategy, business advisory, family governance, and wealth planning, all designed to address complex client needs. Pathstone's commitment to innovation and responsiveness to market conditions further enhances its ability to serve clients effectively.
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