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Pathway Capital Management Review

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Pathway Capital Management

Pathway Capital Management is a fee-only firm managing money for institutional clients. It is not a money manager for individuals and has no individual clients on its books. If you are looking for a financial advisor for your personal portfolio, consider finding one with SmartAsset’s free financial advisor matching service.

Pathway has more than $55 billion in assets under management.

Pathway Capital Management Background

Pathway was founded in 1991. It is an independent company wholly owned by 18 of the senior professionals at the firm. The principal owners are Douglas K. Le Bon and James H. Reinhardt.

What Types of Clients Does Pathway Capital Management Accept?

The firm only works with institutional clients, including pooled investment vehicles, pension and profit sharing plans, state or municipal government entities and insurance companies. The firm does not accept individual clients. If you are looking for an advisor who works with individual clients, consider using SmartAsset’s free financial advisor matching service.

Pathway Capital Management Minimum Account Sizes

For multi-investor funds of funds, Pathway generally requires a minimum investment of $10 million. For single-investor funds of funds, the minimum is generally $100 million.

Services Offered by Pathway Capital Management 

Pathway’s service include:

  • Investment Management services
  • Funds of funds

Investment Philosophy

Pathway’s literature stresses that a diversified portfolio of high-quality investment funds is key to building a successful private market fund. It also seeks to find the best fund managers to invest with and spends significant time and resources on finding and evaluating the fund managers it invests with.

Fees Under Pathway Capital Management 

Pathway’s main source of income are investment or management fees. These types of fees are generally based on a percentage of assets under management, but Pathway does not provide a fee schedule.

What to Watch Out For

Again, remember that this firm does not work with individual clients. If you are looking for that type of service, use SmartAsset’s free financial advisor matching service.

Disclosures

There are no disclosures on the record at Pathway in the past 10 years.

Where Is Pathway Capital Management Located?

The firm’s main office is at 18575 Jamboree Road, 7th Floor Irvine, California 92612. There are also offices in Providence, Rhode Island; London and Hong Kong.

Opening an Account With Pathway Capital Management 

To create a relationship with Pathway, contact newinvestors@pathwaycapital.com.

Tips for Investing

  • Still looking for help with your individual investing needs? SmartAsset’s free tool matches you with financial advisors in your area in 5 minutes. If you’re ready to be matched with local advisors that will help you achieve your financial goals, get started now.
  • Knowing what you’ll owe in taxes is key to successfully managing your money. Use SmartAsset’s tax calculator to get a sense of what Uncle Sam will be taking from you this year.

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
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Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. This reflects the typical return on a conservative investment portfolio. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research