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PATHWAY CAPITAL MANAGEMENT, LP

18575 Jamboree Road
7th Floor
Irvine, California 92612
Tel: 949-622-1000

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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 StatusApproved
Firm CRD#108016
SEC#801-54251
Assets Managed by Firm$87,787,751,721
No. of Clients109
No. of Advisors235

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 ClientsAUM
Firm Total109$87,787,751,721
Pension and profit sharing plans10$4,337,525,839

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