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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