PATHSTONE FAMILY OFFICE, LLC
Legal name: PATHSTONE
CRD #151736 SEC #801-70776 ENGLEWOOD, NJ 201-944-7284
SEC Registered Private Funds
Total AUM
$100.4B
Discretionary
$62.6B
Employees
663
Clients
--
Accounts
26,320
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $100.4B | $62.6B | $37.8B | 663 | 0 |
| Apr 2025 | $100.4B | $62.6B | $37.8B | 663 | 0 |
| Apr 2025 | $100.4B | $62.6B | $37.8B | 663 | 0 |
| Mar 2025 | $100.4B | $62.6B | $37.8B | 663 | 0 |
| Dec 2024 | $48.3B | $38.7B | $9.6B | 408 | 0 |
| Apr 2024 | $48.3B | $38.7B | $9.6B | 408 | 0 |
| Mar 2024 | $48.3B | $38.7B | $9.6B | 408 | 0 |
| Feb 2024 | $24.8B | $16.5B | $8.4B | 297 | 0 |
| Oct 2023 | $24.8B | $16.5B | $8.4B | 297 | 0 |
| Sep 2023 | $24.8B | $16.5B | $8.4B | 297 | 0 |
| Sep 2023 | $24.8B | $16.5B | $8.4B | 297 | 0 |
| Sep 2023 | $24.8B | $16.5B | $8.4B | 297 | 0 |
| Sep 2023 | $24.8B | $16.5B | $8.4B | 297 | 0 |
| Mar 2023 | $24.8B | $16.5B | $8.4B | 297 | 0 |
| Aug 2022 | $22.6B | $16B | $6.6B | 239 | 0 |
| May 2022 | $22.6B | $16B | $6.6B | 211 | 0 |
| Mar 2022 | $22.6B | $16B | $6.6B | 211 | 0 |
| Oct 2021 | $19.6B | $13.5B | $6.1B | 198 | 0 |
| May 2021 | $19.6B | $13.5B | $6.1B | 198 | 0 |
| May 2021 | $19.6B | $13.5B | $6.1B | 198 | 0 |
| Mar 2021 | $19.6B | $13.5B | $6.1B | 198 | 0 |
| Dec 2020 | $10.3B | $6.2B | $4.1B | 183 | 0 |
| Oct 2020 | $10.3B | $6.2B | $4.1B | 183 | 0 |
| Oct 2020 | $10.3B | $6.2B | $4.1B | 183 | 0 |
| Jun 2020 | $10.3B | $6.2B | $4.1B | 113 | 0 |
| Mar 2020 | $10.3B | $6.2B | $4.1B | 113 | 0 |
| Jan 2020 | $8.5B | $3.7B | $4.8B | 112 | 0 |
| Mar 2019 | $8.5B | $3.7B | $4.8B | 112 | 0 |
| Apr 2018 | $8.5B | $3.2B | $5.4B | 101 | 0 |
| Mar 2018 | $8.5B | $3.2B | $5.4B | 101 | 0 |
| Apr 2017 | $8.5B | $2.8B | $5.8B | 96 | 300 |
| Mar 2017 | $8.5B | $2.8B | $5.8B | 96 | 300 |
| Nov 2016 | $8.3B | $3.9B | $4.4B | 65 | 200 |
| Jul 2016 | $5.5B | $1.8B | $3.7B | 65 | 200 |
| Mar 2016 | $5.5B | $1.8B | $3.7B | 65 | 200 |
| Jan 2016 | $5.9B | $1.7B | $4.2B | 65 | 200 |
| Nov 2015 | $1.8B | $1.2B | $630.6M | 33 | 26 |
| Jul 2015 | $1.8B | $1.2B | $630.6M | 33 | 26 |
| Mar 2015 | $1.8B | $1.2B | $630.6M | 33 | 26 |
| Oct 2014 | $1.8B | $1.1B | $678.6M | 33 | 26 |
| Mar 2014 | $1.8B | $1.1B | $678.6M | 33 | 26 |
| Jan 2014 | $1.5B | $991.2M | $494.5M | 33 | 26 |
| Mar 2013 | $1.5B | $991.2M | $494.5M | 33 | 26 |
| Jan 2013 | $1B | $660.7M | $368.5M | 31 | 26 |
| Oct 2012 | $1B | $660.7M | $368.5M | 11 | 26 |
| Jul 2012 | $1B | $660.7M | $368.5M | 11 | 26 |
| Jul 2012 | $1B | $660.7M | $368.5M | 11 | 26 |
| Apr 2012 | $1B | $660.7M | $368.5M | 11 | 26 |
| Mar 2012 | $1B | $660.7M | $368.5M | 11 | 26 |
| Sep 2010 | $596.1M | $596.1M | $0 | 5 | -- |
| Aug 2010 | $490.1M | $490.1M | $0 | 5 | -- |
| May 2010 | $490.1M | $490.1M | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 10 | -- |
DateApr 2025
Total AUM$100.4B
Discretionary$62.6B
Non-Disc.$37.8B
Employees663
Clients0
DateApr 2025
Total AUM$100.4B
Discretionary$62.6B
Non-Disc.$37.8B
Employees663
Clients0
DateApr 2025
Total AUM$100.4B
Discretionary$62.6B
Non-Disc.$37.8B
Employees663
Clients0
DateMar 2025
Total AUM$100.4B
Discretionary$62.6B
Non-Disc.$37.8B
Employees663
Clients0
DateDec 2024
Total AUM$48.3B
Discretionary$38.7B
Non-Disc.$9.6B
Employees408
Clients0
DateApr 2024
Total AUM$48.3B
Discretionary$38.7B
Non-Disc.$9.6B
Employees408
Clients0
DateMar 2024
Total AUM$48.3B
Discretionary$38.7B
Non-Disc.$9.6B
Employees408
Clients0
DateFeb 2024
Total AUM$24.8B
Discretionary$16.5B
Non-Disc.$8.4B
Employees297
Clients0
DateOct 2023
Total AUM$24.8B
Discretionary$16.5B
Non-Disc.$8.4B
Employees297
Clients0
DateSep 2023
Total AUM$24.8B
Discretionary$16.5B
Non-Disc.$8.4B
Employees297
Clients0
DateSep 2023
Total AUM$24.8B
Discretionary$16.5B
Non-Disc.$8.4B
Employees297
Clients0
DateSep 2023
Total AUM$24.8B
Discretionary$16.5B
Non-Disc.$8.4B
Employees297
Clients0
DateSep 2023
Total AUM$24.8B
Discretionary$16.5B
Non-Disc.$8.4B
Employees297
Clients0
DateMar 2023
Total AUM$24.8B
Discretionary$16.5B
Non-Disc.$8.4B
Employees297
Clients0
DateAug 2022
Total AUM$22.6B
Discretionary$16B
Non-Disc.$6.6B
Employees239
Clients0
DateMay 2022
Total AUM$22.6B
Discretionary$16B
Non-Disc.$6.6B
Employees211
Clients0
DateMar 2022
Total AUM$22.6B
Discretionary$16B
Non-Disc.$6.6B
Employees211
Clients0
DateOct 2021
Total AUM$19.6B
Discretionary$13.5B
Non-Disc.$6.1B
Employees198
Clients0
DateMay 2021
Total AUM$19.6B
Discretionary$13.5B
Non-Disc.$6.1B
Employees198
Clients0
DateMay 2021
Total AUM$19.6B
Discretionary$13.5B
Non-Disc.$6.1B
Employees198
Clients0
DateMar 2021
Total AUM$19.6B
Discretionary$13.5B
Non-Disc.$6.1B
Employees198
Clients0
DateDec 2020
Total AUM$10.3B
Discretionary$6.2B
Non-Disc.$4.1B
Employees183
Clients0
DateOct 2020
Total AUM$10.3B
Discretionary$6.2B
Non-Disc.$4.1B
Employees183
Clients0
DateOct 2020
Total AUM$10.3B
Discretionary$6.2B
Non-Disc.$4.1B
Employees183
Clients0
DateJun 2020
Total AUM$10.3B
Discretionary$6.2B
Non-Disc.$4.1B
Employees113
Clients0
DateMar 2020
Total AUM$10.3B
Discretionary$6.2B
Non-Disc.$4.1B
Employees113
Clients0
DateJan 2020
Total AUM$8.5B
Discretionary$3.7B
Non-Disc.$4.8B
Employees112
Clients0
DateMar 2019
Total AUM$8.5B
Discretionary$3.7B
Non-Disc.$4.8B
Employees112
Clients0
DateApr 2018
Total AUM$8.5B
Discretionary$3.2B
Non-Disc.$5.4B
Employees101
Clients0
DateMar 2018
Total AUM$8.5B
Discretionary$3.2B
Non-Disc.$5.4B
Employees101
Clients0
DateApr 2017
Total AUM$8.5B
Discretionary$2.8B
Non-Disc.$5.8B
Employees96
Clients300
DateMar 2017
Total AUM$8.5B
Discretionary$2.8B
Non-Disc.$5.8B
Employees96
Clients300
DateNov 2016
Total AUM$8.3B
Discretionary$3.9B
Non-Disc.$4.4B
Employees65
Clients200
DateJul 2016
Total AUM$5.5B
Discretionary$1.8B
Non-Disc.$3.7B
Employees65
Clients200
DateMar 2016
Total AUM$5.5B
Discretionary$1.8B
Non-Disc.$3.7B
Employees65
Clients200
DateJan 2016
Total AUM$5.9B
Discretionary$1.7B
Non-Disc.$4.2B
Employees65
Clients200
DateNov 2015
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$630.6M
Employees33
Clients26
DateJul 2015
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$630.6M
Employees33
Clients26
DateMar 2015
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$630.6M
Employees33
Clients26
DateOct 2014
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$678.6M
Employees33
Clients26
DateMar 2014
Total AUM$1.8B
Discretionary$1.1B
Non-Disc.$678.6M
Employees33
Clients26
DateJan 2014
Total AUM$1.5B
Discretionary$991.2M
Non-Disc.$494.5M
Employees33
Clients26
DateMar 2013
Total AUM$1.5B
Discretionary$991.2M
Non-Disc.$494.5M
Employees33
Clients26
DateJan 2013
Total AUM$1B
Discretionary$660.7M
Non-Disc.$368.5M
Employees31
Clients26
DateOct 2012
Total AUM$1B
Discretionary$660.7M
Non-Disc.$368.5M
Employees11
Clients26
DateJul 2012
Total AUM$1B
Discretionary$660.7M
Non-Disc.$368.5M
Employees11
Clients26
DateJul 2012
Total AUM$1B
Discretionary$660.7M
Non-Disc.$368.5M
Employees11
Clients26
DateApr 2012
Total AUM$1B
Discretionary$660.7M
Non-Disc.$368.5M
Employees11
Clients26
DateMar 2012
Total AUM$1B
Discretionary$660.7M
Non-Disc.$368.5M
Employees11
Clients26
DateSep 2010
Total AUM$596.1M
Discretionary$596.1M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$490.1M
Discretionary$490.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$490.1M
Discretionary$490.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--