AdFi
P

Pathstone

SEC Registered
Englewood, NJ201-944-7284
Assets Under Management
$25B+
Office Locations
18 offices
Total Accounts
27165

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Services

Private funds / alternatives
HedgePrivate EquityVenture CapitalReal Estate

Leadership

Llc Pathstone Intermediate Holdings
MANAGING MEMBER
Matthew Jacob Fleissig
CHIEF EXECUTIVE OFFICER
Kelly Maregni
PRESIDENT
L.p. Kia Xi (tailwind) Investor
LIMITED PARTNER
Llc Pathstone Holdings
MEMBER
L.p. Kia Xi (tailwind) Gp
GENERAL PARTNER
Llc Kelso Gp Xi
GENERAL PARTNER
Michelle Ross Johnston
CHIEF FINANCIAL OFFICER
Charles Paxson Keates
INTERIM CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL

Office locations

18 offices in 14 states
NJ
EnglewoodHQ
VA
Alexandria
RI
Providence
CA
Los Angeles
MD
Potomac
GA
Atlanta
MA
Boston
TX
Austin
WA
Bellevue
WA
Seattle
AZ
Scottsdale
CO
Golden
NY
New York
FL
Winter Park
TX
Austin
PA
Newton Square
CO
Denver
CO
Boulder

Advisors at this firm

Showing 100 of 191

Eric John Kramer
Investment Adviser Representative
Investment Adviser Representative
Steven Barry Braverman
Investment Adviser Representative
Investment Adviser Representative
Robert Kevin Stetson
Investment Adviser Representative
Investment Adviser Representative
Susan Elizabeth Peterson
Investment Adviser Representative
Investment Adviser Representative
David Michael Belej
Investment Adviser Representative
Investment Adviser Representative
John Joseph Scuteri
Investment Adviser Representative
Investment Adviser Representative
David Charles Kahn
Investment Adviser Representative
Investment Adviser Representative
Robert E Overall
Investment Adviser Representative
Investment Adviser Representative
John Thomas Elmes II
Investment Adviser Representative
Investment Adviser Representative
Kenneth Michael Hart
Investment Adviser Representative
Investment Adviser Representative
Michael H Jordan
Investment Adviser Representative
Investment Adviser Representative
Sean Michael Bannon
Investment Adviser Representative
Investment Adviser Representative
Bryan George Digel
Investment Adviser Representative
Investment Adviser Representative
Saurabha Indravadan Shah
Investment Adviser Representative
Investment Adviser Representative
Elizabeth Alene Shea
Investment Adviser Representative
Investment Adviser Representative
Michael Alexander Slud
Investment Adviser Representative
Investment Adviser Representative
Patrick Joseph Burke
Investment Adviser Representative
Investment Adviser Representative
Richard Walter Stevens
Investment Adviser Representative
Investment Adviser Representative
Gordon Franklin Stone
Investment Adviser Representative
Investment Adviser Representative
Mark Nestrud Peters
Investment Adviser Representative
Investment Adviser Representative
Lori Lynn Whiting
Investment Adviser Representative
Investment Adviser Representative
Jonathan McGregor Bordeau
Investment Adviser Representative
Investment Adviser Representative
Scott J Macaione
Investment Adviser Representative
Investment Adviser Representative
Clark Burton Davis
Investment Adviser Representative
Investment Adviser Representative
Simon Charles Krinsky
Investment Adviser Representative
Investment Adviser Representative
Timothy Patrick Devlin
Investment Adviser Representative
Investment Adviser Representative
Rachele Solomae Bouchand
Investment Adviser Representative
Investment Adviser Representative
Ron W Henson
Investment Adviser Representative
Investment Adviser Representative
David James Logan
Investment Adviser Representative
Investment Adviser Representative
Gretchen Regan
Investment Adviser Representative
Investment Adviser Representative
Frederick Ross Bacani
Investment Adviser Representative
Investment Adviser Representative
Christopher Stephen Glasgow
Investment Adviser Representative
Investment Adviser Representative
Jeffrey Paul Bezanson
Investment Adviser Representative
Investment Adviser Representative
Kelwin Conroy Newman
Investment Adviser Representative
Investment Adviser Representative
Sonia Florio Peterson
Investment Adviser Representative
Investment Adviser Representative
Ari Robert Pontz
Investment Adviser Representative
Investment Adviser Representative
Eric Montgomery Price
Investment Adviser Representative
Investment Adviser Representative
Matthew Everett Taylor
Investment Adviser Representative
Investment Adviser Representative
Jeffrey Allan Beachell
Investment Adviser Representative
Investment Adviser Representative
Paul R Pascarella
Investment Adviser Representative
Investment Adviser Representative
Richard Marsh Lunsford Jr
Investment Adviser Representative
Investment Adviser Representative
Brett Ian Rubinson
Investment Adviser Representative
Investment Adviser Representative
Jill Tilzer Jokelson
Investment Adviser Representative
Investment Adviser Representative
Darren Andrew Bramen
Investment Adviser Representative
Investment Adviser Representative
Patrick James Dougherty
Investment Adviser Representative
Investment Adviser Representative
Gregory J Mendoza
Investment Adviser Representative
Investment Adviser Representative
Yee Derrick Feng
Investment Adviser Representative
Investment Adviser Representative
Joseph Louis Balducci
Investment Adviser Representative
Investment Adviser Representative
Nathan T. Newport
Investment Adviser Representative
Investment Adviser Representative
Matthew Allen Wiles
Investment Adviser Representative
Investment Adviser Representative
Brian Arthur Badgley
Investment Adviser Representative
Investment Adviser Representative
Jay Owen Brainard Jr.
Investment Adviser Representative
Investment Adviser Representative
Eleanor Hawkins Maguire
Investment Adviser Representative
Investment Adviser Representative
Kevin Joseph Keating
Investment Adviser Representative
Investment Adviser Representative
Charles Paxson Keates
Investment Adviser Representative
Investment Adviser Representative
Jeffrey Allan Morrison
Investment Adviser Representative
Investment Adviser Representative
Joshua Stirling Gross Mr.
Investment Adviser Representative
Investment Adviser Representative
Jared Stuart Weiner
Investment Adviser Representative
Investment Adviser Representative
Sharon Helene Gupta
Investment Adviser Representative
Investment Adviser Representative
Jeannette Leigh Kleeman Grabe
Investment Adviser Representative
Investment Adviser Representative
Arthur Xavier Duffy
Investment Adviser Representative
Investment Adviser Representative
Matthew Andrew Thibault
Investment Adviser Representative
Investment Adviser Representative
Daniel Kwon
Investment Adviser Representative
Investment Adviser Representative
Matthew Jacob Fleissig
Investment Adviser Representative
Investment Adviser Representative
John Gabriel Decker
Investment Adviser Representative
Investment Adviser Representative
Matthew Allan Lettinga
Investment Adviser Representative
Investment Adviser Representative
Eric Scott Shulenberger
Investment Adviser Representative
Investment Adviser Representative
John Robert Workman
Investment Adviser Representative
Investment Adviser Representative
Phillip Henry Miller Jr.
Investment Adviser Representative
Investment Adviser Representative
Allison Winn Kaplan
Investment Adviser Representative
Investment Adviser Representative
Samuel Owen McFall
Investment Adviser Representative
Investment Adviser Representative
Julie Ann Becker
Investment Adviser Representative
Investment Adviser Representative
Melissa Anne Rutten
Investment Adviser Representative
Investment Adviser Representative
Michael Wynton Crook
Investment Adviser Representative
Investment Adviser Representative
Allan Jay Zachariah
Investment Adviser Representative
Investment Adviser Representative
Elizabeth M Smoose
Investment Adviser Representative
Investment Adviser Representative
Sarah Heaslip Whitelaw
Investment Adviser Representative
Investment Adviser Representative
Nora Lindsey Wentzler
Investment Adviser Representative
Investment Adviser Representative
Nicholas Dyson Perrins
Investment Adviser Representative
Investment Adviser Representative
Janet Mertz Brantley
Investment Adviser Representative
Investment Adviser Representative
Katie Jean Poole
Investment Adviser Representative
Investment Adviser Representative
Eliza Davison Leach
Investment Adviser Representative
Investment Adviser Representative
Charissa Ann Taub
Investment Adviser Representative
Investment Adviser Representative
Paul Daniel Gloth
Investment Adviser Representative
Investment Adviser Representative
Robyn C Varney
Investment Adviser Representative
Investment Adviser Representative
Wesley Daniel Yamamoto
Investment Adviser Representative
Investment Adviser Representative
Viren Kamdar
Investment Adviser Representative
Investment Adviser Representative
Clayton John Cochran
Investment Adviser Representative
Investment Adviser Representative
Ryan M Campbell
Investment Adviser Representative
Investment Adviser Representative
Henry Anderson Dudley III
Investment Adviser Representative
Investment Adviser Representative
Adam Geoffrey Lewis
Investment Adviser Representative
Investment Adviser Representative
Taylor Davison Gitcho
Investment Adviser Representative
Investment Adviser Representative
Rachel Dawn Alleman
Investment Adviser Representative
Investment Adviser Representative
Jesse Lee Thomas
Investment Adviser Representative
Investment Adviser Representative
Thomas Peter Gallanis
Investment Adviser Representative
Investment Adviser Representative
Michael Nicholas Cafarchia
Investment Adviser Representative
Investment Adviser Representative
Michael Lester McGowan
Investment Adviser Representative
Investment Adviser Representative
Edward Scott Darling
Investment Adviser Representative
Investment Adviser Representative
William M Bagnard
Investment Adviser Representative
Investment Adviser Representative
Kyle Thomas Kingshott
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#151736
SEC Number
801-70776
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee / Performance-based
Minimum: $10,000,000

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pathstone has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Pathstone in Englewood, NJ - Fees, Services & Advisors