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Joshua Paton

Knights Of Columbus Asset Advisors LLC

New Haven, CT

CRD 8283583

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Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-06-23
  • CT RA
    APPROVED
    Since 2026-06-23

Branch Locations

One Columbus Plaza, New Haven, CT 06510 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Knights Of Columbus Asset Advisors New Haven CT 11/2019 Present
Bryant University Smithfield RI 08/2014 11/2019
  • 11/2019 → Present
    Knights Of Columbus Asset Advisors
    New Haven, CT
  • 08/2014 → 11/2019
    Bryant University
    Smithfield, RI
Designations
  • Chartered Financial Analyst
Other Names
  • Josh Paton

View on SEC IAPD

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