$110.3B Total AUM
$65.6B Disc. AUM
55.6% 3Y CAGR
704 Employees
2,244 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · PNC
- Clients
- Retail and Institutional
- Platforms
- Meridian bridgeQuantum element +more
- Established Date
- 12-04-2009
- Office Locations
- 27
Office Locations
10 Sterling Blvd Suite 402 Englewood NJ
1048 Pearl ST Suite 450 Boulder CO
115 Federal Street Suite 2301 Boston MA
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.
Team overview
42 AVG AGE
$302.2M AVG AUM / ADVISOR
$49.2M AVG AUM / CLIENT
3.3 yrs AVG TENURE
704 Employees
365 Advisory Reps
164 RIA Reps
16yrs Firm Age
Insights
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Accredited Investors
Catalyst Vital
Asset Classes
Oak momentum Oak Catalyst Optima Value Glacier capital Insight Ridge prime Fusion vector Value Signal ridge Quantum momentum Optima vector
Client Personas
Radial ridge
CRM
Glacier wave
Custodian
Quantum Signal Value pathway Matrix timber Beacon Capital Value Oak Focus Ember
Investment Themes
Harbor Frontier capital Zenith optima Summit wave Quantum Zenith
Investment Vehicles
Capital harbor Alpha
Platform
Glacier delta Catalyst vector Focus crest
Services
Pioneer Momentum quantum Prime Beacon Bridge Pioneer Ridge Pathway beacon Vertex wave Foundation Pioneer
Technology
Glacier momentum Signal Momentum eagle Oak vital Insight element Summit
Owner & Executives
B
BLISS MARGARET BERNAL
Chief Compliance Officer, Director
- CRD
- #5890106
- Ownership
- Less than 5%
(263) 545-6167
vector.focus@beaconcapital.com
in linkedin.com/in/ember-bridge
S
STEVEN BARRY BRAVERMAN
Manager
- CRD
- #1172475
- Ownership
- Less than 5%
(916) 599-8921
bridge.catalyst@quantumcapital.com
in linkedin.com/in/fusion-oak
C
Catalyst quantum
Summit radial pioneer
- CRD
- #29201
- Ownership
- 15.3%
(591) 980-2367
element.wave@catalystcapital.com
in linkedin.com/in/atlas-glacier
Showing 2 of 7 owners & executives
Unlock allContacts
RACHEL DAWN ALLEMAN
Director
- CRD
- #5470366
(570) 932-8505
horizon.optima@beaconcapital.com
in linkedin.com/in/pathway-capital
KEVIN RICHARD ARNOLD
Client Advisor
- CRD
- #6515975
(603) 613-9939
unison.optima@eaglecapital.com
in linkedin.com/in/catalyst-signal
V
Vertex momentum
Meridian insight
- CRD
- #45214
(240) 672-4085
ember.wave@horizoncapital.com
in linkedin.com/in/momentum-capital
Showing 2 of 201 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $99,631,302,900
Private Funds:
7.5% Public Funds:
20.8% Equity - Exchange:
10.4% Municipal Bonds:
7.9% U.S. Government/Agency:
9.8% Cash:
15.6% Other:
14.8% Corporate - Investment Grade:
13.2% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $441,892,937 | 7.5% |
| Public Funds | $1,225,516,413 | 20.8% |
| Equity - Exchange | $612,758,206 | 10.4% |
| Municipal Bonds | $465,460,561 | 7.9% |
| U.S. Government/Agency | $577,406,771 | 9.8% |
| Cash | $919,137,310 | 15.6% |
| Other | $872,002,063 | 14.8% |
| Corporate - Investment Grade | $777,731,570 | 13.2% |
| Total | $5,891,905,831 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION CAPITAL WAVE | SIGNAL PRIME | SXKLD0XR7 | HCY | 11.96% | $116,647,925 |
| PIONEER PRIME PIONEER | CREST CATALYST | R1XDAV0T5 | SRVPA | 10.08% | $64,244,302 |
| PATHWAY VERTEX | OAK FOCUS | SEQAKCGSD | YQJIE | 6.89% | $8,687,153 |
| TIMBER NORTH WAVE | OPTIMA PEAK | UU944YSQF | ZCKQ | 5.59% | $106,792,521 |
| RIDGE MERIDIAN | FRONTIER BEACON | QDEESI6Z8 | RPG | 7.89% | $23,396,933 |
| ZENITH PATHWAY PIONEER | FUSION SUMMIT | 3SEIP2NNA | DNAMW | 8.07% | $67,711,024 |
| EMBER HARBOR | FUSION UNISON | IKD3P99H5 | VLLN | 6.59% | $112,475,571 |
| VERTEX MOMENTUM | MATRIX INSIGHT | WAUK7UYS3 | ABRVC | 1.71% | $50,573,326 |