PATHSTONE FAMILY Overview

Pathstone Family Office Llc is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 33 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 97MM in positions, representing 5% of the manager's regulatory AUM.

PATHSTONE FAMILY StockAlpha

-5.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PATHSTONE FAMILY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.A 50.72% Financials 10.57% -1.71% 1 8%
ASGN 12.63% Industrials 12.1% 0.47% 0 4%
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FEATURED IN
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PATHSTONE FAMILY Founders and Key Employees

Name Title In Position Since
Steven B. Braverman Executive Managing Director February-2010
Allan J. Zachariah Executive Managing Director February-2010
Matthew D. Sher Chief Compliance Officer, Director Of Operations March-2010
Matthew J. Fleissig Managing Director-Investments February-2013

PATHSTONE FAMILY Brokers, Custodians, Auditors and Administrators

Type Company

PATHSTONE FAMILY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis:


PFO has established an Investment Committee consisting of members of senior management, trading and a third-party research partner to review the investment strategies and products clients are invested in. PFO’s Investment Committee will rely on the following sources of information to assist with their due diligence of an investment product or alternative investments: commercially available investment services, financial newspapers, periodicals, inspections of corporate activities, research materials prepared by others, corporate rating services, company press releases and onsite due diligence visits. In addition, PFO and its Investment Committee rely on the analytical services provided by third-party institutional consultants, such as Fortigent Inc. or Wilshire Associates Inc., particularly with respect to the Independent Managers and alternative investments.

Dependi...
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PATHSTONE FAMILY Portfolio Concentration

PATHSTONE FAMILY Location

1 BRIDGE PLAZA NORTH
SUITE 550
FORT LEE, New Jersey
UNITED STATES, 07024

PATHSTONE FAMILY Contact Information

Phone Number: 201-944-7284
Fax Number: 888-850-7284
Website:

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