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Pathstone Family Office, LLC

● SEC registered since 2009CRD 151736SEC# 801-70776Englewood, NJ
Export (members)
Ranks #146 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$110.3B
Fund GAV
$13.66B
Private funds
161
Employees
704
Accounts
27,165
Location
Englewood, NJ

Pathstone Family Office, LLC assets under management

Pathstone Family Office, LLC is an SEC-registered investment adviser based in Englewood, NJ. The firm has been registered since 2009. It reports $110.3 billion in regulatory assets under management and employs 704 people. Pathstone Family Office, LLC manages 161 private funds with combined gross assets of $13.7 billion, including The Vittoria Fund, L.P. By regulatory assets, it ranks 146 of 6,004 private fund managers.

Pathstone Family Office, LLC private funds

161 funds · $13.66B GAV
FundTypeGross assetsMin.
The Vittoria Fund, L.P.Hedge$2.47B$1M
Eh Investment Fund, L.P.Other Private$1.91B
Pleiades Investment Partners, L.P.Hedge$518.5M$1M
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Pathstone Family Office, LLC owners & executives

12 reported
NameTitleOwnershipSince
Allan Jay ZachariahCo- ChairmanUnder 5%2022
Bliss Margaret Bernal ControlChief Compliance OfficerUnder 5%2025
Charles Paxson Keates ControlGeneral CounselUnder 5%2025
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Frequently asked questions

How much does Pathstone Family Office, LLC manage?

Pathstone Family Office, LLC reports $110.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Pathstone Family Office, LLC manage?

Pathstone Family Office, LLC manages 161 private funds with combined gross assets of $13.7 billion.

How many employees does Pathstone Family Office, LLC have?

Pathstone Family Office, LLC reports 704 employees.

Where is Pathstone Family Office, LLC located?

Pathstone Family Office, LLC is based in Englewood, NJ and has been SEC-registered since 2009.

Does Pathstone Family Office, LLC disclose fund performance?

Pathstone Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 Sterling Blvd, Suite 402, Englewood, NJ 07631
Phone201-944-7284
Fax888-850-7284
Office hours9 To 5
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$110.3B▲ 1097982%
Mar '25 — $10MApr '25 — $10MMay '25 — $10MJun '25 — $10MJul '25 — $10MAug '25 — $10MSep '25 — $10MOct '25 — $10MNov '25 — $10MDec '25 — $10MJan '26 — $10MFeb '26 — $10MMar '26 — $110.3BApr '26 — $110.3BMay '26 — $110.3BJun '26 — $110.3B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 2%
Larger than 98% of 6,004 private-fund managers
Number of fundsTop 1%
More funds than 99% of fund managers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$110.3Bregulatory AUM
Discretionary $65.58BNon-discretionary $44.72B

Fund type mix

Private Equity84
Hedge24
Real Estate23
Other Private22
Venture Capital8