RIA Intel›Advisers›New Jersey›PATHSTONE FAMILY OFFICE, LLC

PATHSTONE FAMILY OFFICE, LLC

Advisory

N·ENGLEWOOD, NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$110.3B

1-Year AUM Growth

+94.3%

3-Year CAGR

+32.5%

Employees

365

Assets Under Management

Total AUM$110.3B

Discretionary AUM$65.6B

Non-Discretionary AUM$44.7B

Discretionary %59.5%

Total Clients2,219

Team

Total Employees365

Investment Advisers704

Employee Growth (1Y)+52.7%

Filing History

Total Filings on Record54

First FilingOct 26, 2009

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 54 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PATHSTONE FAMILY OFFICE, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.