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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