DFX Intelligence
Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family office profile
Pathstone
Why this class: Pathstone's own press release confirms it agreed to acquire Crestone Capital, describing itself as a partner-owned advisory firm offering family office services and Crestone as a firm delivering integrated investment management and wealth advisory services to an exclusive network of entrepreneurs, business owners and their families..
Verified Sep 14, 2026 (3 days ago)
Last observed Sep 14, 2026 · 47 observations · 4 sources
6 people · 0 investments · 0 public positions · 165 events
Identity
75
high
Data depth
60
high
Freshness
100
high
Active deployment
0
low
Direct investing
0
low
External managers
30
moderate
Private markets
35
elevated
Sponsor-friendly
0
low
Real estate
20
moderate
Co-investment
0
low
Contactability
60
high
Mandate confidence
0
low
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 53% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- National multi-family office and registered investment adviser (Englewood, NJ) providing comprehensive family office services: investment advisory, expense management, bill pay, insurance advisory, concierge and philanthropic advisory.
- Headquarters
- Englewood, NJ
- Office address
- 10 STERLING BLVD, SUITE 402, Englewood, NJ, 07631
- Business phone
- 201-944-7284
- Website
- pathstone.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $8.6M across 2 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $110B. Related foundation assets $8.6M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $110B as of Mar 31, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Dec 4, 2009 · 704 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 145 ($74.4M); Corporations: 23 ($1.9B); Pension plans: 5 ($307M); Charitable organizations: 72 ($6.3B); High net worth individuals: 1834 ($91B); Pooled investment vehicles: 165 ($11B)Fact
- Private funds advised
- 161 (PE 84, VC 8, hedge 24, real estate 23), gross assets $14BFact
- Elsewhere in DFX
- Independent Sponsor Intelligence (shared crd)
Classification history
- Sep 14, 2026Multi-family office 75%Pathstone's own press release confirms it agreed to acquire Crestone Capital, describing itself as a partner-owned advisory firm offering family office services and Crestone as a firm delivering integrated investment management and wealth advisory services to an exclusive network of entrepreneurs, business owners and their families.Factverifiedpathstone.com“Pathstone, a partner-owned advisory firm offering comprehensive, highly customized investment advice and family office services, today announced it has entered ”
- Sep 14, 2026Multi-family office 85%Pathstone's own press release states Veritable was one of the first multi-family offices in the country and that it combined with Pathstone, itself a multi-family office serving UHNW families.Factverifiedpathstone.com“Founded in 1986 by Michael Stolper, Veritable is one of the first multi-family offices in the country built to serve UHNW clients.”
- Sep 12, 2026Single family office (confirmed) 85%its own press release describes it as a single family office (cited)Fact
- Sep 12, 2026Single family office (probable) 65%named as the family office administering 2 private foundation(s) with $8,566,262 in assets (IRS in-care-of)Inference
- Sep 12, 2026Multi-family office 95%SEC-registered adviser that states on its Form ADV that it provides comprehensive family office services, with 192 branch offices on IAPD and thousands of high net worth clients; a multi-family office by its own filingFactverifiedreports.adviserinfo.sec.gov“PATHSTONE PROVIDES COMPREHENSIVE FAMILY OFFICE AND CONSULTING SERVICES, WHICH MAY INCLUDE TAX-RELATED AND OTHER NON-INVESTMENT RELATED MATTERS.”
- Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference
- Sep 12, 2026Candidate 45%named as a family office on a Form D (issuer or related person)Inference
- Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference
Family and wealth origin
- Family served
- Founded by Michael Stolper (served 200+ unrelated wealthy client families before the merger) family
- Source of wealth
- unknown
- Operating company origin
- unknown
Team
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Kelly Jean Maregni | President | Leadership | none on record | reports.adviserinfo.sec.gov Fact |
| Matthew Jacob Fleissig | Chief Executive Officer | Leadership | none on record | reports.adviserinfo.sec.gov Fact |
| Steven Barry Braverman | Co-Chairman | Leadership | none on record | reports.adviserinfo.sec.gov Fact |
| Bliss Margaret Bernal | Chief Compliance Officer | Operations and finance | none on record | reports.adviserinfo.sec.gov Fact |
| Charles Paxson Keates | General Counsel | Operations and finance | none on record | reports.adviserinfo.sec.gov Fact |
| Michelle Ross Johnston | Chief Financial Officer | Operations and finance | none on record | reports.adviserinfo.sec.gov Fact |
Office contact points
Office address: 10 STERLING BLVD, SUITE 402, Englewood, NJ, 07631 (published by the subject) adviserinfo.sec.gov
Investment mandate
inferred only: private equity funds advised 84.0, venture funds advised 8.0, real estate funds advised 23.0
Stated (their words, cited)
- Services stated
- expense management, bill pay, insurance advisory, concierge, philanthropic advisory, tax-related consulting Fact reports.adviserinfo.sec.gov“Other(specify): FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY”
- Allocates to managers
- yes Inference reports.adviserinfo.sec.gov“PATHSTONE PROVIDES COMPREHENSIVE FAMILY OFFICE AND CONSULTING SERVICES”
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Venture funds advised
- 8 InferenceForm ADV Item 7.B
- Real estate funds advised
- 23 InferenceForm ADV Item 7.B
- Private equity funds advised
- 84 InferenceForm ADV Item 7.B
- Invests directly
- unknown
- Allocates to managers
- yes
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Its own private funds (Form ADV Schedule D 7.B.(1))
Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| THE VITTORIA FUND, L.P. | Hedge Fund | $2.1B Dec 23, 2024 | 1% | Mar 29, 2024 to now | 021-91225 |
| PLEIADES INVESTMENT PARTNERS, L.P. | Hedge Fund | $464M Dec 23, 2024 | 1% | Mar 29, 2024 to now | 021-129947 |
| VLP035 - VITTORIA FUND - E - LP | Hedge Fund | $305M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| VLP043 - VITTORIA FUND - OC, LP | Hedge Fund | $279M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| CRESTONE ALTERNATIVE STRATEGIES LTD | Hedge Fund | $238M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-79272 |
| VLP057 | Hedge Fund | $222M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| VLP050 - VITTORIA FUND - NI, LP | Hedge Fund | $220M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| VLP054 | Hedge Fund | $169M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| VLP014 - VEMF - A, LP | Hedge Fund | $141M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| THE VITTORIA OFFSHORE FUND, LTD | Hedge Fund | $139M Dec 23, 2024 | 1% | Mar 29, 2024 to now | 021-55491 |
| VLP055 | Hedge Fund | $119M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| VLP031 | Hedge Fund | $115M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| SALTBOX CRA FUND, L.P. | Other Private Fund | $111M Dec 23, 2024 | 5% | Mar 28, 2019 to now | 021-300776 |
| SANITAS GLOBAL OPPORTUNITY FUND LP | Hedge Fund | $105M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-190065 |
| VLP058 | Hedge Fund | $98.5M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| MAROON PEAKS PRIVATE EQUITY FUND VII LP | Private Equity Fund | $94.7M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-249260 |
| SALTBOX PARTNERS FUND, L.P. | Other Private Fund | $94.3M Dec 23, 2024 | 1% | Jan 4, 2016 to now | 021-97646 |
| PATHSTONE PMA INCOME SERIES, LLC- SERIES 2021 | Other Private Fund | $92.5M Dec 23, 2024 | 0% | Mar 31, 2022 to now | 021-408816 |
| MAROON PEAKS PRIVATE EQUITY FUND IX LP | Private Equity Fund | $92.2M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-316573 |
| VLP042 | Hedge Fund | $91.9M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| MAROON PEAKS PRIVATE EQUITY FUND VIII LP | Private Equity Fund | $91.3M Dec 23, 2024 | 1% | Dec 23, 2024 to now | 021-275795 |
| MAROON PEAKS PRIVATE EQUITY FUND XII LP | Private Equity Fund | $84.0M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-418372 |
| VLP045 | Hedge Fund | $80.4M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| VLP039 | Hedge Fund | $78.5M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| KENOSHA CREDIT OPPORTUNITIES FUND LP | Other Private Fund | $76.2M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-279143 |
| MAROON PEAKS PRIVATE EQUITY FUND X LP | Private Equity Fund | $75.9M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-357415 |
| VLP051 | Hedge Fund | $73.4M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| MONTEZUMA FUND V LP | Venture Capital Fund | $63.6M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-350401 |
| VLP053 - VITTORIA FUND - PB, LP | Hedge Fund | $62.6M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| SUMMIT GLOBAL ALL CAP EQUITY FUND LP | Liquidity Fund | $61.6M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-250009 |
| MONTEZUMA FUND IV LP | Venture Capital Fund | $61.2M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-311896 |
| CORNERSTONE PRIVATE EQUITY IX-B, L.P. | Private Equity Fund | $59.5M Dec 23, 2024 | 1% | Oct 2, 2020 to now | 021-316856 |
| MONTEZUMA FUND VI, LP | Venture Capital Fund | $58.6M Dec 23, 2024 | 1% | Dec 23, 2024 to now | 021-386783 |
| MONTEZUMA FUND VII, LP | Venture Capital Fund | $53.5M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-419655 |
| MONTEZUMA FUND III LP | Venture Capital Fund | $48.6M Dec 23, 2024 | 1% | Dec 23, 2024 to now | 021-286215 |
| VLP048 | Hedge Fund | $44.8M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| MONTEZUMA FUND II LP | Venture Capital Fund | $44.7M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-245912 |
| CORNERSTONE PRIVATE EQUITY VIII LP | Private Equity Fund | $44.6M Dec 23, 2024 | 1% | Oct 2, 2020 to now | 021-267393 |
| CORNERSTONE PRIVATE EQUITY IX, L.P. | Private Equity Fund | $43.2M Dec 23, 2024 | 1% | Oct 2, 2020 to now | 021-316853 |
| KENOSHA MUNICIPAL OPPORTUNITIES FUND III LP | Other Private Fund | $41.3M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-390394 |
| ARAPAHO PEAK REAL ESTATE FUND V LP | Real Estate Fund | $41.0M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-245908 |
| KENOSHA MUNICIPAL OPPORTUNITIES FUND IV LP | Other Private Fund | $40.4M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-474355 |
| VERITABLE LONG BIASED DOMESTIC FUND, L.P. | Hedge Fund | $39.9M Dec 23, 2024 | 1% | Mar 29, 2024 to now | 021-276586 |
| CC - TIGER GLOBAL PIP XI LP | Private Equity Fund | $38.4M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-324323 |
| KENOSHA HIGH YIELD FUND VI LP | Other Private Fund | $37.7M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-310507 |
| MONTEZUMA FUND LP | Venture Capital Fund | $37.7M Dec 23, 2024 | 1% | Dec 23, 2024 to now | 021-222032 |
| ARAPAHO PEAK REAL ESTATE FUND VII LP | Real Estate Fund | $37.0M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-388020 |
| MAROON PEAKS PRIVATE EQUITY FUND VI LP | Private Equity Fund | $36.7M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-208269 |
| PAGODA PEAK EMERGING MARKETS FUND LP | Liquidity Fund | $33.2M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-226135 |
| PATHSTONE PMA INCOME SERIES, LLC- SERIES 2022 | Other Private Fund | $33.1M Dec 23, 2024 | 0% | Mar 30, 2023 to now | 021-436591 |
| MATTERHORN INTERNATIONAL FUND LP | Liquidity Fund | $33.0M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-108042 |
| ARAPAHO PEAK REAL ESTATE FUND VI LP | Real Estate Fund | $32.4M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-318443 |
| CORNERSTONE PRIVATE EQUITY VIII-B, L.P. | Private Equity Fund | $29.9M Dec 23, 2024 | 1% | Oct 2, 2020 to now | 021-267394 |
| MAROON PEAKS PRIVATE EQUITY FUND XIII LP | Private Equity Fund | $29.7M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-475764 |
| CORNERSTONE PRIVATE EQUITY FUND VII, L.P. | Private Equity Fund | $28.5M Dec 23, 2024 | 1% | Oct 2, 2020 to now | 021-220900 |
| KENOSHA HIGH YIELD FUND VII LP | Other Private Fund | $28.0M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-377820 |
| CC - TIGER GLOBAL, L.P. | Private Equity Fund | $27.2M Dec 23, 2024 | 1% | Dec 23, 2024 to now | 021-353917 |
| CORNERSTONE REAL ESTATE FUND V, LP | Real Estate Fund | $25.8M Dec 23, 2024 | 1% | Oct 2, 2020 to now | |
| GAIP 2019 AS A SERIES OF DYSON SERIES FUND LLC | Private Equity Fund | $25.0M Dec 23, 2024 | 0% | Aug 9, 2022 to now | 021-358619 |
| THE PLEIADES OFFSHORE FUND, LTD | Hedge Fund | $23.8M Dec 23, 2024 | 1% | Mar 29, 2024 to now | 021-55489 |
| CORNERSTONE REAL ESTATE FUND V-B, LP | Real Estate Fund | $22.1M Dec 23, 2024 | 1% | Oct 2, 2020 to now | |
| MONTEZUMA FUND VIII, LP | Venture Capital Fund | $21.4M Dec 23, 2024 | 1% | Dec 23, 2024 to now | 021-476423 |
| PATHSTONE PMA 2021-B, L.P. | Private Equity Fund | $21.2M Dec 23, 2024 | 0% | Mar 31, 2022 to now | |
| KENOSHA MUNICIPAL OPPORTUNITIES FUND II LP | Other Private Fund | $21.0M Dec 23, 2024 | 1% | Dec 23, 2024 to now | 021-334862 |
| MAROON PEAKS PRIVATE EQUITY FUND V LP | Private Equity Fund | $20.8M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-181126 |
| CARIBOU GLOBAL EQUITY FUND LP | Liquidity Fund | $20.6M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-87803 |
| CC - TIGER GLOBAL PIP XII, L.P. | Private Equity Fund | $20.2M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-389053 |
| KENOSHA HIGH YIELD FUND V LP | Other Private Fund | $18.8M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-243485 |
| CC - H CAPITAL V LP | Private Equity Fund | $18.5M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-331026 |
| CORNERSTONE REAL ESTATE FUND IV, LP | Real Estate Fund | $18.3M Dec 23, 2024 | 1% | Oct 2, 2020 to now | |
| CC - QED FUND VI, LP | Private Equity Fund | $18.2M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-360977 |
| CLOUGH OFFSHORE FUND (QP), LTD | Hedge Fund | $17.7M Dec 23, 2024 | 1% | Mar 29, 2024 to now | 021-999999999 |
| QED 2021 AS A SERIES OF DYSON CAPITAL SERIES FUND LLC | Private Equity Fund | $17.6M Dec 23, 2024 | 0% | Aug 9, 2022 to now | 021-408430 |
| CORNERSTONE PRIVATE EQUITY VI-A, LP | Private Equity Fund | $17.2M Dec 23, 2024 | 1% | Oct 2, 2020 to now | 021-159971 |
| VLP052 | Hedge Fund | $17.0M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| CORNERSTONE PRIVATE EQUITY VII-B | Private Equity Fund | $16.6M Dec 23, 2024 | 1% | Oct 2, 2020 to now | 021-220898 |
| CC - TIGER GLOBAL PIP XV, L.P. | Private Equity Fund | $16.1M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-412948 |
| ELDORADO NATURAL RESOURCES FUND IV LP | Private Equity Fund | $15.2M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-284351 |
| VERITABLE NI PARTNERS, L.P. | Hedge Fund | $13.5M Dec 23, 2024 | 1% | Mar 29, 2024 to now | 021-179013 |
| CI-MCA INVESTORS LLC | Other Private Fund | $12.8M Dec 23, 2024 | 1% | Oct 2, 2020 to now | 021-107382 |
| VLP049 | Hedge Fund | $11.5M Dec 23, 2024 | 1% | Mar 29, 2024 to now | |
| CC - ADDITION THREE, L.P. | Private Equity Fund | $11.2M Dec 23, 2024 | 1% | Dec 23, 2024 to now | 021-412942 |
| CC - ADDITION ONE, L.P. | Private Equity Fund | $11.1M Dec 23, 2024 | 1% | Dec 23, 2024 to now | 021-368773 |
| CORNERSTONE REAL ESTATE FUND III, LP | Real Estate Fund | $11.1M Dec 23, 2024 | 1% | Oct 2, 2020 to now | 021-200718 |
| PATHSTONE PMA 2021, L.P. | Private Equity Fund | $10.8M Dec 23, 2024 | 0% | Mar 31, 2022 to now | 021-407694 |
| KENOSHA MUNI OPPORTUNITY FUND I LP | Other Private Fund | $10.2M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-292116 |
| POTOSI PEAK IMPACT FUND LP | Private Equity Fund | $10.1M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-409566 |
| CC - ADDITION FOUR, L.P. | Private Equity Fund | $8.8M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-450826 |
| ARAPAHO PEAK REAL ESTATE FUND VIII LP | Real Estate Fund | $8.7M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-483084 |
| CC - ADDITION TWO, L.P. | Private Equity Fund | $8.1M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-377823 |
| ELDORADO NATURAL RESOURCES FUND III LP | Private Equity Fund | $7.5M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-208259 |
| CORNERSTONE REAL ESTATE FUND IV-B, LP | Real Estate Fund | $7.4M Dec 23, 2024 | 1% | Oct 2, 2020 to now | |
| VERITABLE NI PARTNERS SERIES II, L.P. | Hedge Fund | $7.3M Dec 23, 2024 | 1% | Mar 29, 2024 to now | 021-99999999 |
| ELDORADO NATURAL RESOURCES FUND V LP | Private Equity Fund | $7.3M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-344860 |
| CC - TIMBER BAY FUND III, LP | Private Equity Fund | $6.0M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-485764 |
| RADCLIFF 1, AS A SERIES OF DYSON CAPITAL SERIES FUND LLC | Private Equity Fund | $6.0M Dec 23, 2024 | 0% | Mar 30, 2023 to now | 021-0 |
| MAROON PEAKS PRIVATE EQUITY FUND IV LP | Private Equity Fund | $5.9M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-138654 |
| CER FUND III CONSOLIDATION LLC | Venture Capital Fund | $5.4M Dec 23, 2024 | 0% | Mar 30, 2023 to now | |
| CORNERSTONE REAL ESTATE FUND III-B, LP | Real Estate Fund | $5.3M Dec 23, 2024 | 1% | Oct 2, 2020 to now | |
| ESP INVESTORS LLC | Venture Capital Fund | $5.1M Dec 23, 2024 | 0% | Mar 29, 2024 to now | |
| ARAPAHO PEAK REAL ESTATE FUND IV LP | Real Estate Fund | $5.0M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-186273 |
| MAROON PEAKS PRIVATE EQUITY FUND III LP | Private Equity Fund | $4.6M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-129877 |
| KENOSHA HIGH YIELD FUND LP | Other Private Fund | $4.6M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-98966 |
| REX ADVISORS CB 2014 INVESTORS, LLC | Private Equity Fund | $4.3M Dec 23, 2024 | 0% | Mar 30, 2023 to now | |
| KLD INVESTORS LLC | Private Equity Fund | $2.6M Dec 23, 2024 | 2% | Aug 9, 2022 to now | 021-312936 |
| CORNERSTONE REAL ESTATE FUND II-A, L.P. | Real Estate Fund | $2.5M Dec 23, 2024 | 1% | Oct 2, 2020 to now | 021-144935 |
| PATHSTONE PMA REAL ESTATE 2022, LP | Private Equity Fund | $1.9M Dec 23, 2024 | 0% | Mar 30, 2023 to now | 021-447404 |
| ARAPAHO PEAK REAL ESTATE FUND III LP | Real Estate Fund | $1.4M Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-143657 |
| POTOSI PEAK IMPACT FUNDII LP | Private Equity Fund | $350,000 Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-490563 |
| CORNERSTONE PRIVATE EQUITY V-B, LP | Private Equity Fund | $186,843 Dec 23, 2024 | 1% | Oct 2, 2020 to now | 021-99937 |
| CORNERSTONE PRIVATE EQUITY V-A, LP | Private Equity Fund | $160,147 Dec 23, 2024 | 1% | Oct 2, 2020 to now | 021-99936 |
| ELDORADO NATURAL RESOURCES FUND II LP | Private Equity Fund | $155,856 Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-158520 |
| REX ADVISORS CB 2009 INVESTORS, LLC | Private Equity Fund | $34,188 Dec 23, 2024 | 0% | Mar 30, 2023 to now | |
| CC - ADDITION FIVE, L.P. | Private Equity Fund | $5,950 Dec 23, 2024 | 0% | Dec 23, 2024 to now | 021-485490 |
| MAROON PEAKS PRIVATE EQUITY FUND I LP | Private Equity Fund | $0 Dec 23, 2024 | 0% | Dec 23, 2024 to now | |
| BRUSH STREET STRATEGIC CREDIT FUND, LLC · no longer reported | Hedge Fund | $212M Jan 24, 2020 | 0% | Mar 31, 2017 to Mar 27, 2020 | 021-177282 |
| BRUSH STREET STRATEGIC CREDIT FUND II, LLC · no longer reported | Hedge Fund | $31.8M Jan 24, 2020 | 0% | Mar 29, 2018 to Mar 27, 2020 | 021-177283 |
| SILVER LAKE PARTNERS II, LLC · no longer reported | Private Equity Fund | $374,386 Oct 12, 2021 | 1% | Oct 2, 2020 to Mar 31, 2022 | |
| CORNERSTONE REAL ESTATE FUND A, LLC · no longer reported | Real Estate Fund | $27,139 Dec 1, 2020 | 1% | Oct 2, 2020 to Mar 29, 2021 | 021-99934 |
| CSPIV 2020 AS A SERIES OF DYSON SERIES FUND LLC · no longer reported | Private Equity Fund | $25,000 Aug 9, 2022 | 0% | Aug 9, 2022 to Mar 30, 2023 | 021-379944 |
| CORNERSTONE REAL ESTATE FUND B, LLC · no longer reported | Real Estate Fund | $5,661 Dec 1, 2020 | 0% | Oct 2, 2020 to Mar 29, 2021 | 021-99935 |
| CORNERSTONE ALTERNATIVE FIXED INCOME FUND, LP · no longer reported | Other Private Fund | $141 Dec 1, 2020 | 0% | Oct 2, 2020 to Mar 29, 2021 | 021-117332 |
| CORNERSTONE PRIVATE EQUITY V HOLDINGS · no longer reported | Private Equity Fund | $0 Feb 2, 2024 | 1% | Mar 29, 2021 to Mar 29, 2024 |
Investment vehicles (SEC Form D)
- HCP GLOBAL INVESTMENT FUND, L.P. · Director · Mar 26, 2026 Inference sec.gov
- HCP GLOBAL INVESTMENT FUND-A, L.P. · Director · Mar 26, 2026 Inference sec.gov
- HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND, L.P. · Director · Mar 26, 2026 Inference sec.gov
- HCP SPECIAL OPPORTUNITIES FUND, L.P. · Director · Mar 26, 2026 Inference sec.gov
- PATHSTONE PRIVATE EQUITY 2026 (MASTER) FUND, L.P. · Executive Officer/Director · Jun 24, 2026 Inference sec.gov
Fund and manager relationships
Funds held by private foundations administered in this office's care, from their Form 990-PF. This office serves several families, so these are its clients' foundations' holdings, not the office's own allocations.
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| Landmark Equity Partners, LP | Landmark Equity | Charles and Catherine B Rice Foundation | $14,040 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
Public stakes and holdings
Form 13F holdings
No 13F filing on the record for this office.
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor. This office is also on the sponsor graph; see Elsewhere in DFX above.
Signals and timeline
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 80 of 165 shown. 13F position changes are under Public stakes and holdings.
- Jun 18, 2026New investment vehiclePATHSTONE PRIVATE EQUITY 2026 (MASTER) FUND, L.P.: new vehicle, $84,600,000 sold (Private Equity Fund)VehiclesInferencesec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported THE VITTORIA FUND, L.P. on Form ADV at $2.08bn gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported PLEIADES INVESTMENT PARTNERS, L.P. on Form ADV at $463.9M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP035 - VITTORIA FUND - E - LP on Form ADV at $304.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP043 - VITTORIA FUND - OC, LP on Form ADV at $279.5M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CRESTONE ALTERNATIVE STRATEGIES LTD on Form ADV at $238.1M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP050 - VITTORIA FUND - NI, LP on Form ADV at $219.8M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP057 on Form ADV at $221.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP054 on Form ADV at $169.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported THE VITTORIA OFFSHORE FUND, LTD on Form ADV at $139.4M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP014 - VEMF - A, LP on Form ADV at $141.5M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP031 on Form ADV at $115.1M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP055 on Form ADV at $118.8M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported SANITAS GLOBAL OPPORTUNITY FUND LP on Form ADV at $105.4M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP058 on Form ADV at $98.5M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MAROON PEAKS PRIVATE EQUITY FUND VII LP on Form ADV at $94.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MAROON PEAKS PRIVATE EQUITY FUND IX LP on Form ADV at $92.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MAROON PEAKS PRIVATE EQUITY FUND VIII LP on Form ADV at $91.3M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP042 on Form ADV at $91.9M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported CLOUGH OFFSHORE FUND (QP), LTD on Form ADV at $90.9M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MAROON PEAKS PRIVATE EQUITY FUND XII LP on Form ADV at $84.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported KENOSHA CREDIT OPPORTUNITIES FUND LP on Form ADV at $76.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MAROON PEAKS PRIVATE EQUITY FUND X LP on Form ADV at $75.9M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP039 on Form ADV at $78.5M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP045 on Form ADV at $80.4M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP051 on Form ADV at $73.4M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MONTEZUMA FUND V LP on Form ADV at $63.6M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP053 - VITTORIA FUND - PB, LP on Form ADV at $62.6M gross asset valueVehiclesFactadviserinfo.sec.gov
- Sep 12, 2026Classification changedPathstone Family Office: PROBABLE_SFO -> CONFIRMED_SFO (its own press release describes it as a single family office (cited))ClassificationFactno URL
- Sep 11, 2026Classification changedPathstone: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_MFO (SEC-registered adviser that states on its Form ADV that it provides comprehensive family office services, with 192 branch offices on IAPD and thousands of high net worth clients; a multi-family office by its own filing)ClassificationFactreports.adviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MONTEZUMA FUND IV LP on Form ADV at $61.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported SUMMIT GLOBAL ALL CAP EQUITY FUND LP on Form ADV at $61.6M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MONTEZUMA FUND VI, LP on Form ADV at $58.6M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MONTEZUMA FUND VII, LP on Form ADV at $53.5M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MONTEZUMA FUND III LP on Form ADV at $48.6M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MONTEZUMA FUND II LP on Form ADV at $44.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP048 on Form ADV at $44.8M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported KENOSHA MUNICIPAL OPPORTUNITIES FUND III LP on Form ADV at $41.3M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported ARAPAHO PEAK REAL ESTATE FUND V LP on Form ADV at $41.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported KENOSHA HIGH YIELD FUND VI LP on Form ADV at $37.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported KENOSHA MUNICIPAL OPPORTUNITIES FUND IV LP on Form ADV at $40.4M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CC - TIGER GLOBAL PIP XI LP on Form ADV at $38.4M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MONTEZUMA FUND LP on Form ADV at $37.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VERITABLE LONG BIASED DOMESTIC FUND, L.P. on Form ADV at $39.9M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MAROON PEAKS PRIVATE EQUITY FUND VI LP on Form ADV at $36.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported ARAPAHO PEAK REAL ESTATE FUND VII LP on Form ADV at $37.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MATTERHORN INTERNATIONAL FUND LP on Form ADV at $33.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported ARAPAHO PEAK REAL ESTATE FUND VI LP on Form ADV at $32.4M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported PAGODA PEAK EMERGING MARKETS FUND LP on Form ADV at $33.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MAROON PEAKS PRIVATE EQUITY FUND XIII LP on Form ADV at $29.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CC - TIGER GLOBAL, L.P. on Form ADV at $27.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported KENOSHA HIGH YIELD FUND VII LP on Form ADV at $28.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported THE PLEIADES OFFSHORE FUND, LTD on Form ADV at $23.8M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MAROON PEAKS PRIVATE EQUITY FUND V LP on Form ADV at $20.8M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MONTEZUMA FUND VIII, LP on Form ADV at $21.4M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported KENOSHA MUNICIPAL OPPORTUNITIES FUND II LP on Form ADV at $21.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CC - TIGER GLOBAL PIP XII, L.P. on Form ADV at $20.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CARIBOU GLOBAL EQUITY FUND LP on Form ADV at $20.6M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported KENOSHA HIGH YIELD FUND V LP on Form ADV at $18.8M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CC - H CAPITAL V LP on Form ADV at $18.5M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CC - QED FUND VI, LP on Form ADV at $18.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CC - TIGER GLOBAL PIP XV, L.P. on Form ADV at $16.1M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP052 on Form ADV at $17.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported ELDORADO NATURAL RESOURCES FUND IV LP on Form ADV at $15.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VERITABLE NI PARTNERS, L.P. on Form ADV at $13.5M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VLP049 on Form ADV at $11.5M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CC - ADDITION THREE, L.P. on Form ADV at $11.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CC - ADDITION ONE, L.P. on Form ADV at $11.1M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported POTOSI PEAK IMPACT FUND LP on Form ADV at $10.1M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported KENOSHA MUNI OPPORTUNITY FUND I LP on Form ADV at $10.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CC - ADDITION FOUR, L.P. on Form ADV at $8.8M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported ARAPAHO PEAK REAL ESTATE FUND VIII LP on Form ADV at $8.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CC - ADDITION TWO, L.P. on Form ADV at $8.1M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported ELDORADO NATURAL RESOURCES FUND III LP on Form ADV at $7.5M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported ELDORADO NATURAL RESOURCES FUND V LP on Form ADV at $7.3M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported VERITABLE NI PARTNERS SERIES II, L.P. on Form ADV at $7.3M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported MAROON PEAKS PRIVATE EQUITY FUND IV LP on Form ADV at $5.9M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported CC - TIMBER BAY FUND III, LP on Form ADV at $6.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 23, 2024Private fund first reportedPathstone first reported ARAPAHO PEAK REAL ESTATE FUND IV LP on Form ADV at $5.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reportedPathstone first reported ESP INVESTORS LLC on Form ADV at $5.1M gross asset valueVehiclesFactadviserinfo.sec.gov
Sources and evidence
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 47 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (2 days)
Contactability
+40 named decision-makers (Steven Barry Braverman (Co-Chairman); Matthew Jacob Fleissig (Chief Executive Officer); Kelly Jean Maregni (President))
+10 verified business phones (1)
+10 office address
Data confidence
+10 website
+10 description
+10 people
+10 regulatory record
+20 independent sources (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 regulatory identifier (CIK, CRD or EIN)
+20 website
+30 independent sources (4 sources)
+30 analyst-verified
Research priority
+25 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($110,295,873,738)
+8 multi-family office
+10 Form D vehicles linked
+5 on another DFX graph
+0 rank (22)
Mandate confidence
no components; scored 0
Identity confidence
+75 classification (CONFIRMED_MFO (Pathstone's own press release confirms it agreed to acquire Crestone Capital, describing itself as a partner-owned advisory firm offering family office services and Crestone as a firm delivering integrated investment management and wealth advisory services to an exclusive network of entrepreneurs, business owners and their families.))
Real estate propensity
+20 Form ADV real estate funds
Co investment propensity
no components; scored 0
Family identity confidence
+40 family named (Founded by Michael Stolper (served 200+ unrelated wealthy client families before)
Private markets propensity
+15 Form ADV pe fund count (84.0)
+10 Form ADV vc fund count (8.0)
+10 Form ADV re fund count (23.0)
Current activity confidence
+25 a source-dated fact within 12 months (6 days)
External manager propensity
+30 stated external allocation
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name,services_description | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | Pathstone | Stone Tower Family Office, LLC | Pathstone Federal Street | Pathstone Family Office, LLC | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 119 | Dec 23, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $7.9B | Dec 23, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Dec 23, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,portfolio_management_businesses_institutions,selection_of_other_advisers,educational_seminars,other | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2009-12-04 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Allocates to managers | yes “PATHSTONE PROVIDES COMPREHENSIVE FAMILY OFFICE AND CONSULTING SERVICES” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Inference |
| Branch offices | 192 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | 201-944-7284 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 1,834 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":145,"raum_usd":74424173,"fewer_than_5":false},"corporations":{"clients":23,"raum_usd":1907984517,"fewer_than_5":false},"pension_plans" | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | National multi-family office and registered investment adviser (Englewood, NJ) providing comprehensive family office services: investment advisory, expense management, bill pay, insurance advisory, concierge and philanthropic advisory. “Other(specify): FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Inference |
| Employees | 704 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Family served | Founded by Michael Stolper (served 200+ unrelated wealthy client families before the merger) family “Founded in 1986 by Michael Stolper, Veritable is one of the first multi-family offices in the country built to serve UHNW clients.” | n/a | DFX analyst research (General-assisted, every claim URL-cited) pathstone.com | Fact |
| Foundation ico signal | Graham Family Foundation Inc | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | Charles and Catherine B Rice Foundation | Dec 1, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Hedge funds | 24 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Englewood, NJ | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Independent Sponsor Intelligence entity | Pathstone (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | Pathstone (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | Pathstone (capital_provider) | Sep 11, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Legal form | Limited Liability Company | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | 10 STERLING BLVD, SUITE 402, Englewood, NJ, 07631 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | multi_family_office “Pathstone, a partner-owned advisory firm offering comprehensive, highly customized investment advice and family office services, today announced it has entered into an agreement to acquire Crestone Ca” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) pathstone.com | Fact |
| Office type (stated) | multi_family_office “Founded in 1986 by Michael Stolper, Veritable is one of the first multi-family offices in the country built to serve UHNW clients.” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) pathstone.com | Fact |
| Office type (stated) | multi_family_office “PATHSTONE PROVIDES COMPREHENSIVE FAMILY OFFICE AND CONSULTING SERVICES, WHICH MAY INCLUDE TAX-RELATED AND OTHER NON-INVESTMENT RELATED MATTERS.” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Inference |
| Office type (stated) | single_family_office | Jun 4, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | single_family_office | Jun 4, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Private equity funds | 84 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds advised | 161 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $14B | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 27,165 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $91B | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $110B | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Real estate funds | 23 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 7 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Services (stated) | expense management,bill pay,insurance advisory,concierge,philanthropic advisory,tax-related consulting “Other(specify): FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Venture funds | 8 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website | pathstone.com “office website pathstone.com” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) pathstone.com | Fact |
| Website | pathstone.com “office website pathstone.com” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) pathstone.com | Fact |
| Website | linkedin.com | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |