family office
Pathstone
ENGLEWOOD, NJ
CRD: 151736
In network coverage since October 9, 2026 · 2 stories
$110BRegulatory AUMSEC Form ADV · Oct 24
704EmployeesForm ADV
Regulatory AUM · Oct 10 – Oct 24
Network coverage
Practice management
Pathstone credits client events for referrals as assets reach $200 billion
CEO Matthew Fleissig says the firm will host 77 client events in 2026; acquisitions account for much of the asset growth.