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Pathstone CRD 151736
$110B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-20 |
Branch Locations
1048 Pearl Street Suite 450, Boulder, CO 80302 • United States
10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crestone Asset Management Llc | Boulder | CO | 08/2010 | 03/2024 |
| Crestone Asset Management Llc | Boulder | CO | 12/2020 | 03/2024 |
| Pathstone | Boulder | CO | 04/2024 | Present |
Boulder Day Nursery Association; investment-related; 1518 Sprice Street, Boulder, CO 80302; serve on the school's endowment investment committee; Investment Committee Member; 12/2025; 2 hours/quarter devoted to position: no time spent on the position during trading hours; set investment strategy, investment allocation, security selection, and monitoring
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