Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / P••••••••

P••••••••

Private equity with venture activity · probableEnglewood, NJp•••••••••SEC registered investment adviser

At P••••••••, we’re seeking to redefine what it means to be a modern advisor.

registered adviser; venture funds are 8% of 161 private funds

Importance
35
elevated
Active deployment
25
moderate
Emerging
0
low
Completeness
63
high
Freshness
99
high
Research priority
13
low
Identity and regulatory footprint
Headquarters
Englewood, NJadviserinfo.sec.gov
Office address
10 STERLING BLVD, SUITE 402, Englewood, NJ, 07631adviserinfo.sec.gov
Business phone
201-944-7284adviserinfo.sec.gov
Website
H•••••••••
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 31, 2026
Private funds reported
161 (8 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$14Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$110Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
704
Owners on Schedule A
P•••••••• I••••••••• H•••••••• L•• (Managing Member), E; K•• X• ••••••••• I•••••••• L••• (Limited Partner), C; P•••••••• H•••••••• L•• (Member), E; K•• X• ••••••••• G•• L••• (General Partner), F; K•••• G• X•• L•• (General Partner), F
business phone
201-944-7284adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
energy, cybersecurity
Stages
not stated or not yet read
Geography
global
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
10 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
E•• I•••••••• L••Fund2024 adv first reportedEarly deployment$5.1M
Dec 23, 2024
2unknownunknown
M•••••••• F••• V••• L•Fund2023 form d first saleActive deployment$21.4M
Dec 23, 2024
47$22.4MMar 20, 2024
C•• F••• I•• C••••••••• L••Fund2023 adv first reportedActive deployment$5.4M
Dec 23, 2024
2unknownunknown
M•••••••• F••• V•• L•Fund2021 form d first saleMature$58.6M
Dec 23, 2024
168$56.2MJan 20, 2022
M•••••••• F••• V••• L•Fund2021 form d first saleMature$53.5M
Dec 23, 2024
162$48.0MOct 31, 2022
M•••••••• F••• V• L•Fund2019 form d first saleMature$63.6M
Dec 23, 2024
145$45.6MSep 30, 2022
M•••••••• F••• I• L•Fund2018 form d first saleHarvest$61.2M
Dec 23, 2024
127$22.1MJan 25, 2019
M•••••••• F••• I•• L•Fund2017 form d first saleHarvest$48.6M
Dec 23, 2024
115$6.3MMar 19, 2018
M•••••••• F••• I• L•Fund2015 form d first saleHarvest$44.7M
Dec 23, 2024
101$11.7MMar 1, 2017
M•••••••• F••• L•Fund2014 form d first saleHarvest$37.7M
Dec 23, 2024
102$2.3MMar 19, 2015
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
15 current, 9 departed
A•••• J•• Z••••••••
Co- Chairman · since Jul 1, 2022
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
K•••• M••••••
President · since Jul 1, 2022
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
M•••••• J•••• F•••••••
Chief Executive Officer · since Jul 1, 2022
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
R•••• A••••••
President and Chief Investment Officer of Concentric Innovation
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
C•••••• P••••• K•••••
Interim Chief Compliance Officer/General Counsel · since Jun 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
M••••••• R••• J•••••••
Chief Financial Officer · since Jan 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
A•• A••
Associate Director
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
J•••• A••••
Associate Director
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
9 departed (kept with end dates)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
24 dated events
  1. Dec 23, 2024
    L••••••• E••••• W•••••• (Chief Compliance Officer/ General Counsel) no longer on Schedule A of P••••••••
    Person leftPeopleInferenceL••••••• E••••• W••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Jun 1, 2024
    C•••••• P••••• K••••• joined Schedule A of P•••••••• as Interim Chief Compliance Officer/General Counsel
    Person joinedPeopleFactC•••••• P••••• K•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Mar 29, 2024
    D•••• A•••• S•••••••• (Chief Financial Officer) no longer on Schedule A of P••••••••
    Person leftPeopleInferenceD•••• A•••• S••••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Mar 29, 2024
    E•• I•••••••• L•• first reported on Form ADV by P•••••••• (Venture Capital Fund), GAV $5,072,252
    Fund first reported on Form ADVFundsFactE•• I•••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Jan 1, 2024
    M••••••• R••• J••••••• joined Schedule A of P•••••••• as Chief Financial Officer
    Person joinedPeopleFactM••••••• R••• J•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Sep 5, 2023
    M•••••• D•••••• S••• (Chief Technology Officer) no longer on Schedule A of P••••••••
    Person leftPeopleInferenceM•••••• D•••••• S•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Mar 30, 2023
    C•• F••• I•• C••••••••• L•• first reported on Form ADV by P•••••••• (Venture Capital Fund), GAV $3,664,107
    Fund first reported on Form ADVFundsFactC•• F••• I•• C••••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Jul 1, 2022
    K•••• M•••••• joined Schedule A of P•••••••• as President
    Person joinedPeopleFactK•••• M••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Mar 31, 2022
    J••• R••••• L••••• (Chairman Emeritus) no longer on Schedule A of P••••••••
    Person leftPeopleInferenceJ••• R••••• L•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Mar 29, 2021
    R•••••• M•••• T•••••• (General Counsel/ Chief Compliance Officer) no longer on Schedule A of P••••••••
    Person leftPeopleInferenceR•••••• M•••• T••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Jan 1, 2021
    L••••••• E••••• W•••••• joined Schedule A of P•••••••• as Chief Compliance Officer/ General Counsel
    Person joinedPeopleFactL••••••• E••••• W••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Jul 1, 2020
    D•••• A•••• S•••••••• joined Schedule A of P•••••••• as Chief Financial Officer
    Person joinedPeopleFactD•••• A•••• S••••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Mar 28, 2019
    J••••••• C•••••••• M••••• (Coo) no longer on Schedule A of P•••••••• Federal Street
    Person leftPeopleInferenceJ••••••• C•••••••• M•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. Mar 31, 2017
    K•••••• L••• F••••• (Chief Investment Officer) no longer on Schedule A of P•••••••• Federal Street
    Person leftPeopleInferenceK•••••• L••• F•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. Jul 8, 2016
    E••• J•••• G•••• (Co-Coo) no longer on Schedule A of P•••••••• Federal Street
    Person leftPeopleInferenceE••• J•••• G••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. Dec 1, 2015
    J••••••• C•••••••• M••••• joined Schedule A of P•••••••• Family Office, LLC as Co- Coo/Cmo
    Person joinedPeopleFactJ••••••• C•••••••• M•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  17. Dec 1, 2015
    E••• J•••• G•••• joined Schedule A of P•••••••• Family Office, LLC as Co-Coo
    Person joinedPeopleFactE••• J•••• G••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  18. Dec 1, 2015
    K•••••• L••• F••••• joined Schedule A of P•••••••• Family Office, LLC as Chief Investment Officer
    Person joinedPeopleFactK•••••• L••• F•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  19. Dec 1, 2015
    R•••••• M•••• T•••••• joined Schedule A of P•••••••• Family Office, LLC as General Counsel
    Person joinedPeopleFactR•••••• M•••• T••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  20. Dec 1, 2015
    J••• R••••• L••••• joined Schedule A of P•••••••• Family Office, LLC as Chairman
    Person joinedPeopleFactJ••• R••••• L•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  21. Jan 2, 2014
    T•••• L••• S•••••• (Managing Director) no longer on Schedule A of P•••••••• Family Office, LLC
    Person leftPeopleInferenceT•••• L••• S••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  22. Feb 1, 2013
    M•••••• J•••• F••••••• joined Schedule A of P•••••••• Family Office, LLC as Managing Director-Investments
    Person joinedPeopleFactM•••••• J•••• F•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  23. Jan 1, 2013
    T•••• L••• S•••••• joined Schedule A of P•••••••• Family Office, LLC as Managing Director
    Person joinedPeopleFactT•••• L••• S••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  24. Mar 28, 2012
    P•••••••• Family Office, LLC first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 8% of 161 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 8% of 119 private funds
Evidence
92 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserDec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-03-28Dec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-03-31Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-12-23Dec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2009-12-04Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds0Dec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone201-944-7284Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone201-944-7284Dec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://pathstone.com/start-a-conversation/
“contact page linked from the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionAt P••••••••, we’re seeking to redefine what it means to be a modern advisor.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionAt P••••••••, we’re seeking to redefine what it means to be a modern advisor.
“meta description”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees704Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees408Dec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersEnglewood, NJMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersEnglewood, NJDec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address10 STERLING BLVD, SUITE 402, Englewood, NJ, 07631Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address10 STERLING BLVD, SUITE 402, Englewood, NJ, 07631Dec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typefamily_office
“**P•••••••• Family Office LLC ($125B) plus affiliate firms ($62B).”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typefamily_office
“**P•••••••• Family Office LLC ($125B) plus affiliate firms ($62B).”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Legal formLimited Liability CompanyMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Other funds reported22Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported84Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Portfolio pagehttps://pathstone.com/capability/portfolio-management-asset-allocation/
“0 entries read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://pathstone.com/capability/portfolio-management-asset-allocation/
“0 entries read”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported161Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported119Dec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$14BMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$7.9BDec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$110BMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$48BDec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyglobal
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyglobal
“geography words on the home page”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsenergy,cybersecurity
“sector words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsenergy,cybersecurity
“sector words on the home page”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://pathstone.com/people/
“9 name/title pairs read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://pathstone.com/people/
“8 name/title pairs read”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported8Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported10Dec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.PATHSTONE.COMDec 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleWelcome to P••••••••
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleWelcome to P••••••••
“title tag”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)