Our Capabilities
Our capabilities
View more

Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

CHOOSE THE SITE EXPERIENCE MOST RELEVANT TO YOU:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family, providing tailored support with discretion and foresight.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.
*As of October 6, 2025, including affiliate firms. **Pathstone Family Office LLC ($116B) plus affiliate firms ($55B). As of June 30, 2025. Includes regulatory assets under management, assets under advisory, and assets under administration. Please see Pathstone's ADV on adviserinfo.sec.gov for more information.
Terms & DisclosuresGeneral InquiriesPrivacy Policy
Perspective & Analysis
February 25, 2025

The Shift from Public to Private Capital

We provide an overview of the evolution in private markets

Private MarketsInvestment StrategyPortfolio Management
Perspective & Analysis
January 28, 2025

Private Markets – Changing Market Structure Benefits Scale

Private credit has grown from a nascent industry to a $1.6 trillion market in roughly 15 years, surpassing the size of the high yield debt market. Given the significance of these changes, the natural question is, “why?"

Private MarketsInvestment Strategy
Perspective & Analysis
January 20, 2025

Infrastructure – Digital and Physical Growth Opportunities

Our assessments of opportunities in both digital infrastructure and related power investments.

Investment StrategyPrivate MarketsEquities
Perspective & Analysis
Featured Image
November 21, 2024

Venture Capital Driving Change

Highlights from the Impact Venture Capital Summit with the Katz Amsterdam Foundation at the University of Colorado Folsom Field.

Private MarketsInvestment StrategyPurpose-Driven Investing
Perspective & Analysis
Featured Image
October 7, 2024

Charging Forward: The Case for Investing in Power Now

We assess demand and supply drivers as well as likely industry beneficiaries of the push to decarbonize energy.

Investment StrategyEquitiesPrivate MarketsPurpose-Driven Investing

Media Inquiry

We appreciate your interest in Pathstone. If you’re a journalist, producer, or media representative looking to contact our team, please complete the form below and we will connect you with the right spokesperson.

Contact detail:

General Inquiry

Have a question for our team? We’re happy to help.

Contact detail: