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PATHWAY CAPITAL MANAGEMENT, LP
18575 Jamboree Road
7th Floor
Irvine, California 92612
Tel: 949-622-1000
About PATHWAY CAPITAL MANAGEMENT, LP
PATHWAY CAPITAL MANAGEMENT, LP, formally registered with the SEC as PATHWAY CAPITAL MANAGEMENT, LP. The firm was established in 04/11/1997. They have over 4 offices throughout the country.
PATHWAY CAPITAL MANAGEMENT, LP is a Irvine, California based Financial Planning firm with nearly $87,787,751,721 assets under management, offering retirement planning & investment advisory services to 109 clients. The firm is staffed with 235 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108016 |
| SEC# | 801-54251 |
| Assets Managed by Firm | $87,787,751,721 |
| No. of Clients | 109 |
| No. of Advisors | 235 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 109 | $87,787,751,721 |
| Pension and profit sharing plans | 10 | $4,337,525,839 |
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