Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
- $28.0bn
- Real-asset allocation
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- Appetite
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Investor profile
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.
Unlock mandates & allocation signals
See Pathstone Family Office's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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