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

Firm details

Headquarters: Irvine, California
CRD number: 108016
Registered since: April 11, 1997
Website: pathwaycapital.com
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 organized as a limited partnership and operates primarily as a private equity fund manager. The adviser has been SEC-registered since 1997 and serves mainly institutional clients. Its fee schedule includes asset-based fees, fixed fees, and performance-based fees. Pathway provides portfolio management across client types — individuals and small businesses, pooled investment vehicles, and institutional/business accounts — and also performs selection of other advisers. The firm functions in multiple sponsor and manager roles: it acts as an investment adviser and sponsor, and serves as a general partner/managing member of pooled investment vehicles. Pathway does not identify as an active ESG investor.