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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · PNC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-04-2009
- Office Locations
- 29
Office Locations
About Pathstone
Pathstone is an independent fiduciary wealth and investment advisory firm serving families of significant means, family office teams, and select institutions. The firm coordinates planning around liquidity events, generational transitions, and philanthropic goals, alongside customized portfolio implementation. Its open-architecture platform draws on a global manager network, rigorous research, and risk intelligence, with senior-led teams supported by a single investment committee.
Reported data analysis
What the numbers show
Between April 8, 2025 and March 31, 2026, reported AUM increased 9.8%, from $100.4B to $110.3B.
Across 5 reported observations, AUM increased 387.9% between August 9, 2022 and March 31, 2026, from $22.6B to $110.3B.
Of the latest reported AUM, 59.5% is discretionary and 40.5% is non-discretionary.
The firm reports 365 advisory representatives and 2,244 clients, or 6.1 clients per representative. That equates to $49.2M in reported AUM per client.
The profile lists 29 reported office locations and 16 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Pathstone record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BLISS MARGARET BERNAL
Chief Compliance Officer, Director
- CRD
- #5890106
- Ownership
- Less than 5%
STEVEN BARRY BRAVERMAN
Manager
- CRD
- #1172475
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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RACHEL DAWN ALLEMAN
Director
- CRD
- #5470366
KEVIN RICHARD ARNOLD
Client Advisor
- CRD
- #6515975
Showing 2 of 200 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,580,318,345 | $3,827,720 |
| Non-Discretionary | $44,715,555,393 | $4,457,292 |
| Total | $110,295,873,738 | $4,060,220 |
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Separately Managed Accounts
SMA allocation detail is available
Pathstone has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pathstone's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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