Dakota
Dakota
Book a Demo
Talk to an Expert

Pathstone

EST. AUM
$110,295,873,738

CONTACTS
105

CLIENT ACCOUNTS
27,165

Firm Details

Metro area Boston
CRD Number 151736
Website pathstone.com
Client types

Overview

Pathstone is a $100B RIA/Multi-Family Office based in Boston which is a result of multiple mergers over the last decade, including Pathstone Family Office, Federal Street Partners and Convergent. Alex Hart is a partner of the firm and leads the research team and manager selection process across all asset classes. He also has primary analyst coverage on private equity, hedge funds, and fixed income managers. Joe Koch (Florida) covering large cap equities. AJ Levine is also a member of the private investment team and supports Alex Hart. Pathstone has been actively working to centralize the research effort into core recommended managers and asset allocation models after the recent mergers. They allocate to LPs, mutual funds, and also have UMA/SMA programs. All core domestic equity managers must be willing to provide model delivery, and ideally offer other structures such as SMA's/Mutual Funds.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy