| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| The Vittoria Fund, L.P. | Hedge | $2.25B | $1M |
| Eh Investment Fund, L.P. | Other Private | $1.73B | — |
| Pleiades Investment Partners, L.P. | Hedge | $502M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Allan Jay Zachariah | Co- Chairman | Under 5% | 2022 |
| Bliss Margaret Bernal Control | Chief Compliance Officer | Under 5% | 2025 |
| Charles Paxson Keates Control | General Counsel | Under 5% | 2025 |
Pathstone Family Office, LLC reports $10 million in regulatory assets under management on its Form ADV.
Pathstone Family Office, LLC manages 165 private funds with combined gross assets of $14 billion.
Pathstone Family Office, LLC reports 663 employees.
Pathstone Family Office, LLC is based in Englewood, NJ and has been SEC-registered since 2009.
Pathstone Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10 Sterling Blvd, Suite 402, Englewood, NJ 07631 |
| Phone | 201-944-7284 |
| Fax | 888-850-7284 |
| Office hours | 9 To 5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $62.62B |
| Non-discretionary | $37.82B |
| Total (RAUM) | $10M |