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Pathstone
Pathstone Family Office operates as a multi-family office headquartered in Englewood. Steven Braverman and Allan Zachariah founded it in 2010 after serving as...
Pathstone
Pathstone Family Office operates as a multi-family office headquartered in Englewood. Steven Braverman and Allan Zachariah founded it in 2010 after serving as Harris myCFO executives. It advises ultra-high-net-worth families on investment management, tax planning, estate strategies, philanthropic advisory, comprehensive risk management, and lifestyle administration through a partner-owned fiduciary model across more than twenty offices nationwide.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
116000 (Altss estimate)
Location
Region
North America
Country
United States
City
Englewood
Corporate office
Englewood, NJ, United States
Principals
Matthew Fleissig
CEO and Founding Partner
Steven Braverman
Co-Founder and Co-Chairman
Allan Zachariah
Co-Founder and Co-Chairman
Sector focus
Frequently asked questions
Who runs investment decisions at Pathstone?
Matthew Fleissig serves as CEO and Founding Partner. Steven Braverman and Allan Zachariah act as Co-Founders and Co-Chairmen.
Is Pathstone structured as a single family office or does it operate more like a venture firm?
Pathstone functions as a multi-family office. It serves multiple ultra-high-net-worth families through a partner-owned fiduciary model.
Does Pathstone participate in fund commitments or only direct deals?
Pathstone uses both fund commitments and direct co-investments or SPVs. Confirmed vehicles include Arapaho Peak Real Estate Fund VIII LP and Cambrian Capital Partners funds.
Where does the underlying wealth come from?
Pathstone does not disclose a single family wealth source. It was founded by former Harris myCFO executives and serves multiple client families.
What is Pathstone's known posture on co-investments alongside external GPs?
Pathstone executes direct co-investments and maintains a joint venture through Archean Capital Partners with Moelis Asset Management.
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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