← Directory
PATHSTONE
Legal name: PATHSTONE FAMILY OFFICE, LLC
CRD 151736File 801-70776
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$110.30B
Top 10% of cohort (national)
Discretionary AUM
$65.58B
Non-discretionary $44.72B
Clients
2,244
27,165 accounts
Employees
704
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 4, 2009
- Principal office
- 10 STERLING BLVD, SUITE 402, ENGLEWOOD, NJ, 07631
- Phone
- 201-944-7284
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $110.30B
- Discretionary AUM
- $65.58B
- Non-discretionary AUM
- $44.72B
- Discretionary accounts
- 17,133
- Non-discretionary accounts
- 10,032
- Total accounts
- 27,165
- AUM per client
- $49.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $1.91B |
| Charitable organizations | 72 | $6.34B |
| High net worth individuals | 1,834 | $91.00B |
| Pooled investment vehicles | 165 | $10.66B |
| Pension and profit sharing plans | 5 | $306.6M |
| Individuals (other than high net worth individuals) | 145 | $74.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.