Pathway Capital Management, LP

RIASEC RegisteredEst. 1997
Total AUM
$97.8B
Discretionary
$74.2B
76% of AUM
Avg account
$808M
Accounts
121
Employees
248
Advisory reps
4

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 a limited partnership organized as a private equity fund manager and institutional adviser. The firm has been SEC-registered since 1997 and serves primarily institutional clients. Its advisory remit includes portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, along with the selection of other advisers. Fee arrangements listed include AUM-based fees, fixed fees, and performance-based fees. Pathway does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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
  • Stefanie Hochman

    Senior Vice President and Chief Compliance OfficerCRD 4853875

  • Raquel Nicolas

    Chief Financial OfficerCRD 7799841

  • Benjamin Brewster

    Benjamin Brewster

    Chief Financial Officer - CorporateCRD 7799599

Contacts

1 of 1
  • Ashok Tripathi

    Ashok Tripathi

    Sr. Vice President and General CounselCRD 6456397

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