PATHSTONE
- Addresses
- 1 MARITIME PLZ 6TH FLOOR, SAN FRANCISCO, CA 94111
10 STERLING BLVD SUITE 402, ENGLEWOOD, NJ 07631
10 Sterling Blvd Ste 402, Englewood, NJ 07631
1900 AVENUE OF THE STARS 970, LOS ANGELES, CA 90067
1900 Avenue of the Stars 970, LOS ANGELES, CA 90067
24 FEDERAL ST 8TH FL, BOSTON, MA 02110
24 FEDERAL ST 8TH FL, BOSTON, MA 021102507
24 FEDERAL ST 8TH FLOOR, BOSTON, MA 02110
24 FEDERAL STREET 8TH FLOOR, BOSTON, MA 02110
24 FEDERAL STREET 8TH FLOOR, BOSTON, MA 021102516
+4 more - Service
- INVESTMENT FEES
- Total reported
- $9,388,683
- Website
- Find website (990s don't list vendor websites; this searches DuckDuckGo)
Who paid them
| Year | Organization | Service | Location | Paid | Filing |
|---|---|---|---|---|---|
| 2024 | ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR | FINANCIAL ADVISORY AND INVESTMENT FEES | ENGLEWOOD, NJ | $1,157,155 | view original ↗ |
| 2024 | HELLMAN FOUNDATION | PORTFOLIO MANAGEMENT | SAN FRANCISCO, CA | $939,973 | view original ↗ |
| 2024 | HOWARD AND GERALDINE POLINGER FOUNDATION INC | INVESTMENT FEES | ENGLEWOOD, NJ | $319,792 | view original ↗ |
| 2024 | PHILLIPS COLLECTION | ENDOWMENT INVESTMENT ADVISORS | BOSTON, MA | $183,890 | view original ↗ |
| 2024 | ACHELIS AND BODMAN FOUNDATION | INV. ADVISORY FEES | BOSTON, MA | $156,539 | view original ↗ |
| 2024 | STUPSKI FOUNDATION | Investment Advisor | SAN FRANCISCO, CA | $152,018 | view original ↗ |
| 2024 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $139,055 | view original ↗ |
| 2024 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $139,055 | view original ↗ |
| 2024 | JESSIE BALL DUPONT RELIGIOUS CHARITABLE & EDUCATIONAL FUND | Investment Consulting | Englewood, NJ | $112,500 | view original ↗ |
| 2024 | LISA STONE PRITZKER FAMILY FUND | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $90,450 | view original ↗ |
| 2024 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $89,672 | view original ↗ |
| 2024 | LEONARD G HERRING FAMILY FOUNDATION INC | MANAGEMENT FEES | ATLANTA, GA | $73,957 | view original ↗ |
| 2024 | ROBERT AND PATRICIA SWITZER FOUNDATION | Invstmnt Advisory | Boston, MA | $70,164 | view original ↗ |
| 2024 | GENERATION FUND INC | INVESTMENT MANAGEMENT | BOSTON, MA | $53,750 | view original ↗ |
| 2024 | SERENA FOUNDATION INC | INVESTMENT MANAGEMENT | BOSTON, MA | $53,750 | view original ↗ |
| 2023 | ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR | FINANCIAL ADVISORY AND INVESTMENT FEES | ENGLEWOOD, NJ | $1,038,302 | view original ↗ |
| 2023 | HOWARD AND GERALDINE POLINGER FOUNDATION INC | INVESTMENT FEES | ENGLEWOOD, NJ | $279,854 | view original ↗ |
| 2023 | ACHELIS AND BODMAN FOUNDATION | INV. ADVISORY FEES | BOSTON, MA | $193,757 | view original ↗ |
| 2023 | JESSIE BALL DUPONT RELIGIOUS CHARITABLE & EDUCATIONAL FUND | Investment Consulting | Englewood, NJ | $150,000 | view original ↗ |
| 2023 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $83,143 | view original ↗ |
| 2023 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $73,760 | view original ↗ |
| 2023 | ROBERT AND PATRICIA SWITZER FOUNDATION | Invstmnt Advisory | Boston, MA | $66,901 | view original ↗ |
| 2022 | ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR | FINANCIAL ADVISORY AND INVESTMENT FEES | ENGLEWOOD, NJ | $1,100,117 | view original ↗ |
| 2022 | ACHELIS AND BODMAN FOUNDATION | INV. ADVISORY FEES | BOSTON, MA | $211,914 | view original ↗ |
| 2022 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $104,473 | view original ↗ |
| 2022 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $98,804 | view original ↗ |
| 2022 | MERCK FAMILY FUND | INVESTMENT ADVISORY | BOSTON, MA | $85,000 | view original ↗ |
| 2022 | LEONARD G HERRING FAMILY FOUNDATION INC | Accounting Fees | LOS ANGELES, CA | $80,000 | view original ↗ |
| 2022 | LEONARD G HERRING FAMILY FOUNDATION INC | ACCOUNTING FEES | LOS ANGELES, CA | $80,000 | view original ↗ |
| 2022 | ROBERT AND PATRICIA SWITZER FOUNDATION | Invstmnt Advisory | Boston, MA | $62,039 | view original ↗ |
| 2022 | SERENA FOUNDATION INC | INVESTMENT MANAGEMENT | BOSTON, MA | $51,875 | view original ↗ |
| 2022 | GENERATION FUND INC | INVESTMENT MANAGEMENT | BOSTON, MA | $51,875 | view original ↗ |
| 2021 | ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR | FINANCIAL ADVISORY AND INVESTMENT FEES | ENGLEWOOD, NJ | $676,881 | view original ↗ |
| 2021 | ACHELIS AND BODMAN FOUNDATION | INV. ADVISORY FEES | BOSTON, MA | $198,418 | view original ↗ |
| 2021 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $98,991 | view original ↗ |
| 2021 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $95,013 | view original ↗ |
| 2021 | LEONARD G HERRING FAMILY FOUNDATION INC | Accounting Fees | LOS ANGELES, CA | $80,000 | view original ↗ |
| 2021 | LEONARD G HERRING FAMILY FOUNDATION INC | Investment Adv. Fees | LOS ANGELES, CA | $80,000 | view original ↗ |
| 2021 | ROBERT AND PATRICIA SWITZER FOUNDATION | Invstmnt Advisory | Boston, MA | $60,437 | view original ↗ |
| 2020 | ACHELIS AND BODMAN FOUNDATION | INV. ADVISORY FEES | BOSTON, MA | $167,375 | view original ↗ |
| 2020 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $82,773 | view original ↗ |
| 2020 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $79,588 | view original ↗ |
| 2020 | ROBERT AND PATRICIA SWITZER FOUNDATION | Invstmnt Advisory | Boston, MA | $60,000 | view original ↗ |
| 2019 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $83,256 | view original ↗ |
| 2019 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $82,417 | view original ↗ |
Grouped by normalized name; different firms with identical names appear together. Check the addresses.