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
6

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 private-equity-focused investment manager that serves institutional clients. Organized as a limited partnership and operating since the late 1990s, the firm advises and sponsors pooled investment vehicles and acts as a general partner on private funds. Its advisory remit includes portfolio management for individuals and small businesses, pooled vehicles, and institutional accounts, as well as selecting sub‑advisers. Fee arrangements span asset-based fees, fixed fees, and performance‑linked compensation. Pathway does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

    Chief Financial Officer - CorporateCRD 7799599

Contacts

3 of 3
  • VINCENT DEE

    Managing DirectorCRD 5766107

  • ASHOK TRIPATHI

    Sr. Vice President and General CounselCRD 6456397

  • ALEXANDER CASBOLT

    Managing DirectorCRD 5496960

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