Pathstone
Multi-family office / SEC-registered investment adviser serving families, family offices and institutions.
Decision makers
| Name | Role |
|---|---|
| Matthew Fleissig | Chief Executive Officer |
Latest investments
| Company | Deal | When |
|---|
News
- Kelso & Company affiliate (KIA XI Tailwind) becomes an indirect owner
Investment strategy
Integrated investment and family office services: portfolio management and asset allocation, tax and estate planning, trust structuring, governance, philanthropy, cybersecurity
| Focus | Detail |
|---|---|
| Direct vs funds | Advisory/discretionary manager of client assets |
Questions
Frequently asked questions
- What type of organisation is Pathstone?
Pathstone is described as: Multi-family office / SEC-registered investment adviser serving families, family offices and institutions.
- Where is Pathstone based?
Pathstone is headquartered in Englewood, United States.
- How much does Pathstone manage?
$110.3bn (Regulatory AUM (Form ADV)), as of 31 Mar 2026.
- Who runs Pathstone?
Public roles include Matthew Fleissig (Chief Executive Officer).
- What does Pathstone invest in?
Integrated investment and family office services: portfolio management and asset allocation, tax and estate planning, trust structuring, governance, philanthropy, cybersecurity.