Pathstone
ENGLEWOOD, NJ
Form ADV and provider website profile · CRD 151736 · regulatory data as of Mar 31, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Pathstone. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$110.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
27,165Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$65.6BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$44.7BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$110.3BTotal Firm AUM
$65.6BDiscretionary AUM
$44.7BNon-discretionary AUM
27,165Total accounts
17,133Discretionary accounts
10,032Non-discretionary accounts
Client Mix by Firm AUM
$110.3BFirm AUM
High-Net-Worth82.5%
Other Pooled Vehicles9.7%
Charities5.7%
Corporations1.7%
Retirement Plans0.3%
Individuals0.1%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth82.5%
1,834 clients$91.0B firm assets
Other Pooled Vehicles9.7%
165 clients$10.7B firm assets
Charities5.7%
72 clients$6.3B firm assets
Corporations1.7%
23 clients$1.9B firm assets
Retirement Plans0.3%
5 clients$307M firm assets
Individuals0.1%
145 clients$74M firm assets
Reported total2,244 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $91.0B | 1,834 | 82.5% |
| Other Pooled Vehicles | $10.7B | 165 | 9.7% |
| Charities | $6.3B | 72 | 5.7% |
| Corporations | $1.9B | 23 | 1.7% |
| Retirement Plans | $307M | 5 | 0.3% |
| Individuals | $74M | 145 | 0.1% |
| Reported total | $110.3B | 2,244 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…