# Pathway Planning

Pathway Planning is a RIA based in Brookhaven, USA.

## Overview

- **Organization type:** RIA
- **Headquarters:** Brookhaven, USA
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** pathwayplanning.com

## Regulatory record

- **CRD number:** 117051
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117051

## About

Pathway Financial is a fee-only fiduciary financial planning firm that does not work on commissions or sell products. Their investment strategy is built on time-tested principles and academic evidence. They offer digitally focused wealth planning and act as accountability partners and investment advisors for clients.

## Sectors

- Real Estate
- Private Equity
- Venture Capital

## People

- Michael W. Sonnenfeldt — Founder and Chairman

## Questions

### Who runs investment decisions at Pathway Planning?

Michael W. Sonnenfeldt, the founder and chairman, runs all investment decisions directly. There is no separate CIO. Sonnenfeldt brings four decades of real estate and private equity experience, including co-founding Emmes & Company in 1987. He personally evaluates every direct investment alongside a small internal team.

### How does Pathway Planning source proprietary deal flow?

Pathway sources a significant portion of its deal flow through the Tiger 21 network, which Sonnenfeldt founded in 1999. Tiger 21 members present investment opportunities to each other in peer groups organized by wealth tier and professional background. Sonnenfeldt has described this feedback loop as a de facto diligence filter before Pathway commits capital.

### Does Pathway Planning participate in fund commitments or only direct deals?

Pathway does both. The office commits to private equity funds — both established buyout funds and emerging managers — while also making direct investments in commercial real estate and venture-stage companies. The fund commitments serve as a diversified base, while the direct deals represent higher-conviction, network-sourced opportunities.

## Related profiles

- [Pathfinder Advisory](https://altss.com/profile/pathfinder-advisory-inc)
- [Patient Preferred](https://altss.com/profile/patient-preferred)

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Last updated: 2026-08-11T15:07:41.444Z

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