PATHLIGHT CAPITAL

RIASEC RegisteredEst. 2017
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$251M
Accounts
14
Employees
30
Advisory reps
5

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
291106
Registered since
December 14, 2017
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pathlight Capital is a private equity manager that operates as a limited partnership and has been SEC-registered since 2017. The firm serves institutional clients and focuses on managing pooled investment vehicles; it acts as sponsor and general partner for pooled structures rather than functioning as an external capital allocator. Ownership is a mix of a domestic entity and individuals. Its fee arrangements include a percentage-of-AUM component, performance-based fees, and other fee lines. Pathlight does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • DANIEL PLATT

    Chief Executive OfficerCRD 5078732

  • STEVEN MIGLIERO

    Partner & Chief Operating OfficerCRD 7358262

  • MICHAEL QUIRK

    Chief Financial Officer & Chief Compliance OfficerCRD 7717705

Contacts

2 of 2
  • KATHERINE HENDRICKS

    Managing DirectorCRD 5147245

  • MARK TWOMEY

    Partner, Managing DirectorCRD 5233166

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
100 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth