RIA Intel›Advisers›California›PATHWAY CAPITAL MANAGEMENT, LP

PATHWAY CAPITAL MANAGEMENT, LP

Institutional

N·IRVINE, CA

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

Total AUM

$97.8B

1-Year AUM Growth

-0.3%

3-Year CAGR

+2.8%

Employees

88

Assets Under Management

Total AUM$97.8B

Discretionary AUM$74.2B

Non-Discretionary AUM$23.6B

Discretionary %75.8%

Total Clients115

Team

Total Employees88

Investment Advisers248

Employee Growth (1Y)+2.9%

Filing History

Total Filings on Record58

First FilingMar 29, 2001

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 58 historical filings spanning 25+ 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 PATHWAY CAPITAL MANAGEMENT, LP

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