# Pathstone

Pathstone is a Multi Family Office based in Englewood, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Englewood, United States
- **Region:** North America
- **Address:** Englewood, NJ, United States
- **Founded:** 2010
- **Assets under management:** $185B+ aggregate (Dec 31, 2025)
- **Website:** https://pathstone.com/
- **LinkedIn:** https://www.linkedin.com/company/pathstone-family-office

## Regulatory record

- **CRD number:** 151736
- **SEC file number:** 801-70776
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151736

## About

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).

## Sectors

- Distressed & Turnaround

## People

- 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

## 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).

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- [Brown Advisory](https://altss.com/profile/brown-advisory)
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Last updated: 2026-08-11T02:43:31.692Z

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