# Pathways Advisory Group

Pathways Advisory Group is a Multi Family Office based in Fresno, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Fresno, United States
- **Region:** North America
- **Address:** Fresno, CA, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** pathwaysag.com
- **LinkedIn:** https://www.linkedin.com/company/pathways-advisory-group-inc

## Regulatory record

- **CRD number:** 143817
- **SEC file number:** 801-67921
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143817

## About

Pathways Advisory Group is an SEC-registered investment adviser in Fresno, CA, registered since 2007. The firm manages approximately $388 million in regulatory assets. It has 10 employees and 5 investment advisers.

## Sectors

- Real Estate
- Private Credit

## Questions

### How does Pathways Advisory Group source its private credit deals?

The firm relies on decades-long relationships with regional developers, property owners, and commercial brokers in California's Central Valley. Most deal flow comes through direct sponsor relationships rather than intermediary auctions. This relationship-based sourcing is common among family offices in secondary markets, where personal networks often substitute for formal origination teams.

### Does Pathways invest as a fund or through direct co-investments?

Pathways pools client capital into direct private credit originations — primarily bridge loans and preferred equity positions secured by individual properties. The firm does not operate as a blind-pool fund but rather presents specific deals to its family clients for participation. This structure gives families line-of-sight into each asset rather than exposure to a commingled vehicle.

### What is Pathways' posture on co-investments alongside external GPs?

Pathways focuses on originating its own direct deals rather than co-investing alongside institutional fund managers. By acting as a principal lender, the firm retains control over underwriting, structuring, and asset management — avoiding the fee layers and governance concessions that come with committing to external private credit funds.

## Related profiles

- [Pathway Partners Wealth Advisors](https://altss.com/profile/pathway-partners-wealth-advisors)
- [Patricia Crail Brown Foundation](https://altss.com/profile/patricia-crail-brown-foundation)

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Last updated: 2026-07-06T01:24:23.004Z

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