Pathway Capital Management, LP

RIASEC Registered
Total AUM
$97.8B
Discretionary
$74.2B
76% of AUM
Avg account
$808M
Accounts
121
Employees
248
Advisory reps
3

Firm details

Headquarters
Irvine, California
CRD number
108016
Registered since
April 11, 1997
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • State / Municipal Government49.89%
  • Pooled Investment Vehicles44%
  • Pension & Profit Sharing Plans4.49%
  • Insurance Companies1.62%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pathway Capital Management, LP is structured as a limited partnership that operates primarily as a private equity manager serving institutional clients. The firm is registered with the SEC and has been SEC-registered since 1997. Its advisory activity spans discretionary portfolio management across pooled investment vehicles and for business or institutional clients, as well as portfolio management for individuals and small businesses and the selection of other advisers. Pathway charges a mix of asset-based management fees, fixed fees, and performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

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Contacts

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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

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Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
18575 Jamboree Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth