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Pathstone - Denver

EST. AUM
$3,616,260,964

CONTACTS
6

CLIENT ACCOUNTS
760

Firm Details

Metro area Denver
CRD Number
Website pathstone.com
Client types

Overview

Acquired by Pathstone Crestone Capital Advisors is a multi-family office based in Boulder, Colorado. They also have offices in San Francisco. Crestone runs their own internal private real estate portfolio and have a heavy allocation to private equity and private credit. The alternative research team is based in San Francisco and is lead by Miles Cooke. The Senior Analyst on the traditional long only side is Justine DeCoste where they use mutual funds and separate accounts. They are early adopters and will look at smaller, boutique strategies. They like concentrated, fundamental managers.

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Address

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

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