---
title: "Pathstone: Multi-Family Office in Englewood"
description: "Pathstone, a multi-family office in Englewood, United States. Key facts, people, strategy and news, from public filings, company sites and press."
url: https://vestdoor.com/family-office/pathstone
updated: 2026-11-11
---

# Pathstone

Multi-family office / SEC-registered investment adviser serving families, family offices and institutions.

## Decision makers

| Name | Role |
| --- | --- |
| Matthew Fleissig | Chief Executive Officer |

[Access Pathstone decision makers](https://vestdoor.com/app/signup)

## Latest investments

[Access Pathstone investments](https://vestdoor.com/app/signup)

## News

- May 2023: 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 |

## Key facts

- **Type:** Multi-family office
- **Headquarters:** Englewood, United States
- **AUM:** $110.3bn (As of 31 Mar 2026)
- **Status:** Active; SEC registration approved since 4 Dec 2009
- **Website:** [pathstone.com](https://pathstone.com/)
- **LinkedIn:** [Company page](https://www.linkedin.com/company/pathstone-family-office)

## Listed in

- [Family offices in the United States](https://vestdoor.com/family-offices/north-america/united-states)

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## 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.

---

Canonical: https://vestdoor.com/family-office/pathstone
Markdown twin: https://vestdoor.com/family-office/pathstone.md