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Pathfinder Advisory
PATHFINDER ADVISORY, INC. is an SEC-registered investment adviser in ROCKFORD, IL, registered since 2026. The firm manages $121 million in assets, $116 million...
Pathfinder Advisory
PATHFINDER ADVISORY, INC. is an SEC-registered investment adviser in ROCKFORD, IL, registered since 2026. The firm manages $121 million in assets, $116 million on a discretionary basis. It has 5 employees and 3 investment advisers.
General information
Firm type
RIA
Year founded
2010
Location
Region
North America
Country
United States
City
Rockford
Corporate office
New York, NY, United States
Principals
David Stiepleman
Founder & Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Pathfinder Advisory?
David Stiepleman, the founder and managing partner, is the final decision-maker on all investments. His investment committee structure is flat by design, reflecting the concentrated responsibility he carried as co-head of private markets at Third Point, where he personally led or oversaw major activist and structured investments. Analysts supporting the office operate in a research-forward capacity without independent commitment authority.
How does Pathfinder Advisory source proprietary deal flow?
Sourcing relies heavily on the professional network Stiepleman built during his tenure at Third Point and Wachtell Lipton. The firm operates primarily through direct GP relationships with managers and independent sponsors the founder co-invested alongside or worked against in prior campaigns. Pathfinder does not use an open RFP model or rely on placement agents for primary deal discovery.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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