FIRM PROFILE

PATHSTONE FAMILY OFFICE, LLC

CRD 151736 · Source month: August 2026

Reported business facts

CRD number: 151736Reported in SEC monthly data
Legal name: PATHSTONE FAMILY OFFICE, LLCReported in SEC monthly data
Regulatory assets under management: $110,295,873,738.00Reported in SEC monthly data
Employees: 704Reported in SEC monthly data
Employees performing advisory functions: 365Reported in SEC monthly data
Individual clients (other than high net worth): 145Reported in SEC monthly data
High net worth individual clients: 1,834Reported in SEC monthly data
Banking or thrift institution clients: Not reportedObserved missing state
Investment company clients: Not reportedObserved missing state
Business development company clients: Not reportedObserved missing state
Other pooled investment vehicle clients: 165Reported in SEC monthly data
Pension and profit-sharing plan clients: 5Reported in SEC monthly data
Charitable organization clients: 72Reported in SEC monthly data
State or municipal government clients: Not reportedObserved missing state
Other investment adviser clients: Not reportedObserved missing state
Insurance company clients: Not reportedObserved missing state
Sovereign wealth fund or foreign official clients: Not reportedObserved missing state
Corporation or other business clients: 23Reported in SEC monthly data
Other clients: Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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