Pathstone Family Office LLC

Pathstone Family Office, LLC, is a Delaware Limited Liability Company that was approved by the U.S. Securities and Exchange Commission on December 4th, 2009. This professional financial analysis firm employs 112 people, with 66 of them serving in advisory roles. Although the number of their clients is unknown, their SEC status indicates a trusted reputation in the industry.

• ALLAN JAY ZACHARIAH

  CO- CHIEF EXECUTIVE OFFICER owns less than 5%

• JOHN ROBERT LAPANN

  CHAIRMAN owns less than 5%

• MATTHEW DOUGLAS SHER

  CHIEF TECHNOLOGY OFFICER owns less than 5%

• MATTHEW JACOB FLEISSIG

  PRESIDENT owns less than 5%

• PATHSTONE HOLDINGS, LLC

  MANAGING MEMBER owns 75% or more

• RICHARD MILES TARDIFF

  GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER owns less than 5%

• STEVEN BARRY BRAVERMAN

  CO- CHIEF EXECUTIVE OFFICER owns less than 5%

• PF HOLDINGS, LLC

  MANAGING MEMBER owns more than 25% but less than 50%

• CHARLES SCHWAB
  United States
• CITY NATIONAL BANK
  United States

• Gargoyle Investment Advisor LLC
• Lyrical-Antheus Management LP
• Landscape Capital Management LLC

• Pathstone Family Office 13F Filing Shows Decrease in Overall Holdings in Q4 2022, With Increases in Coca-Cola Co. and UnitedHealth Group, and Decreases in Apple Inc. and Microsoft Corporation.

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