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
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.
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 firstname.lastname@example.org.
Tips for Investing
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