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Pathstone
Pathstone Family Office, LLC (d/b/a Pathstone) is a privately held, partner-owned multi-family office and registered investment adviser providing integrated...
Pathstone
Pathstone Family Office, LLC (d/b/a Pathstone) is a privately held, partner-owned multi-family office and registered investment adviser providing integrated wealth management, investment advisory, and professional services to ultra-high-net-worth individuals and families, single family offices, endowments, foundations, and institutions. Founded in 2010 by Steve Braverman, Allan Zachariah, and Matthew Fleissig (former Harris myCFO executives), the firm is headquartered in Englewood, New Jersey, and maintains offices nationwide with 775+ team members (per firm website). As of December 31, 2025, Pathstone reports $185B+ in aggregate assets, consisting of Pathstone Family Office LLC ($125B) plus affiliate firms ($62B), encompassing regulatory assets under management, assets under advisory, and assets under administration (per firm website). Form ADV Part 2A (brochure dated March 31, 2025, referencing December 31, 2024 data of approximately $100.3B RAUM as of December 31, 2025) details discretionary and non-discretionary investment management, manager selection, asset allocation, and non-investment services including tax/estate planning, financial reporting, philanthropy, and concierge support. The firm has expanded via organic growth and acquisitions such as Hall Capital Partners, Veritable, and Mill Creek Capital Advisors. Leadership emphasizes fiduciary duty, open-architecture investing, and multigenerational client service (per official website and Form ADV).
General information
Firm type
Multi Family Office
Year founded
2010
AUM
$185B+ aggregate (Dec 31, 2025)
Location
Region
North America
Country
United States
City
Englewood
Corporate office
Englewood, NJ, United States
Principals
Matthew Fleissig
Chief Executive Officer and Co-Founder
Kelly Maregni
President
Steve Braverman
Co-Chairman and Co-Founder
Allan Zachariah
Co-Chairman and Co-Founder
Eric Alt
Co-Chief Investment Officer
Michelle Johnston
Chief Financial Officer
Sector focus
Frequently asked questions
When was Pathstone founded and where is it headquartered?
Pathstone was founded in 2010 and is headquartered in Englewood, New Jersey, with multiple U.S. offices (per firm website, Form ADV, and launch announcements).
Who are the key current leaders of Pathstone?
Matthew Fleissig serves as CEO and co-founder; Kelly Maregni as President; Steve Braverman and Allan Zachariah as Co-Chairmen and co-founders; with Co-CIOs including Eric Alt (per official people pages on pathstone.com).
What services does Pathstone provide?
Integrated investment management (discretionary/non-discretionary, manager selection, allocation), wealth/estate/tax planning, financial reporting, philanthropy, family governance, and concierge services as a fiduciary for UHNW families, family offices, and institutions (per Form ADV Part 2A and firm website).
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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