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PATHLIGHT CAPITAL
100 Federal Street
Floor 20
Boston, Massachusetts 02110
Tel: 617-830-7055
About PATHLIGHT CAPITAL
PATHLIGHT CAPITAL, formally registered with the SEC as PATHLIGHT CAPITAL. The firm was established in 12/14/2017. They have over 25 offices throughout the country.
PATHLIGHT CAPITAL is a Boston, Massachusetts based Financial Planning firm with nearly $2,793,424,174 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291106 |
| SEC# | 801-112166 |
| Assets Managed by Firm | $2,793,424,174 |
| No. of Clients | 11 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (TRANSACTION BASED FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $2,793,424,174 |
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