The PATHSTONE GROUP is a privately held investment adviser that advises $127.01Bn in regulatory assets under management held in 6 SEC fund types across 9 investment strategies. PATHSTONE GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 87.73% over the last 5-years.
The Group has been registered with the SEC for 31.03 years and is comprised of 2 filing and 0 relying advisers. They operate out of 20 office locations with their Headquarters at 10 STERLING BLVD SUITE 402, ENGLEWOOD, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 730 employees comprised of 381 investment and 349 non-investment staff. The total number of Employees increased by 97.3% over the last 5-years.
Their $127.01Bn in assets advised are owned by 175 private funds, 0 public funds and BDCs and 329 other accounts. Assets of High Net Worth Individuals clients own $102.68Bn or 80.84% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $13.47Bn or 10.61% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Fund of Funds and Multi Strat, representing 31.63%, 25.42% and 25.19% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 4 Fund Administrators, 4 Fund Auditors, 14 Prime Brokers, 22 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $35.74mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
PATHSTONE GROUP names 18 sub-advisers AMANSA CAPITAL PTE. LTD., CEPHEI CAPITAL, ENGLE CAPITAL MANAGEMENT, L.P., FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED, GARDNER RUSSO & QUINN LLC, GENERATION INVESTMENT MANAGEMENT LLP, HARSPRING CAPITAL MANAGEMENT, LLC, HENGISTBURY INVESTMENT PARTNERS LLP, MCDONALD CAPITAL INVESTORS INC, MONIMUS CAPITAL MANAGEMENT, LP, NIATROSS INVESTMENTS LIMITED, NORDFLINT CAPITAL PARTNERS, OXBOW CAPITAL MANAGEMENT (HK) LIMITED, PARTNERS BAY ASIA LIMITED, SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED, SEIGA ASSET MANAGEMENT LIMITED, SELECT EQUITY GROUP, L.P., TENZING GLOBAL MANAGEMENT, LLC to 17 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.