# PATHSTONE FAMILY OFFICE, LLC

PATHSTONE FAMILY OFFICE, LLC of ENGLEWOOD, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 151736
- Type: SEC-registered investment adviser
- SEC file number: 801-70776
- Location: 10 STERLING BLVD, SUITE 402, ENGLEWOOD, NJ, 07631
- Phone: 201-944-7284
- Latest filing: 2026-03-31
- Regulatory AUM: $110.3B
- Discretionary AUM: $65.6B
- Non-discretionary AUM: $44.7B
- Clients: 704
- Accounts: 27,165

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Charles Paxson Keates | GENERAL COUNSEL | Newtown Square, PA |
| Kelly Maregni | PRESIDENT | Boston, MA |
| Steven Barry Braverman | CO-CHAIRMAN | — |
| Allan Jay Zachariah | CO- CHAIRMAN | — |
| Matthew Jacob Fleissig | CHIEF EXECUTIVE OFFICER | — |
| Michelle Ross Johnston | CHIEF FINANCIAL OFFICER | — |
| Bliss Bernal | CHIEF COMPLIANCE OFFICER | Boulder, CO |
| Kelly Jean Maregni | PRESIDENT | — |
| Bliss Margaret Bernal | CHIEF COMPLIANCE OFFICER | — |
| LAPANN JOHN ROBERT | CHAIRMAN; CHAIRMAN EMERITUS | — |
| TARDIFF RICHARD MILES | GENERAL COUNSEL; GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | — |
| GODES ERIC JAMES | CO-COO | — |
| KEATES CHARLES PAXSON | INTERIM CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | — |
| BRAVERMAN STEVEN BARRY | CO-CHAIRMAN; CO- CHIEF EXECUTIVE OFFICER; EXECUTIVE MANAGING DIRECTOR (+3 more) | — |
| SURRATT TAMMY LYNN | MANAGING DIRECTOR | — |
| ZACHARIAH ALLAN JAY | CO- CHAIRMAN; CO- CHIEF EXECUTIVE OFFICER; EXECUTIVE MANAGING DIRECTOR (+2 more) | — |
| SHER MATTHEW DOUGLAS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CTO; CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS (+1 more) | — |
| SCARPELLO DAVID ALLEN | CHIEF FINANCIAL OFFICER | — |
| SECO ROBERT JOSEPH | CHIEF COMPLIANCE OFFICER; ELECTED MANAGER/CHIEF COMPLIANCE OFFICER; MANAGER/CHIEF COMPLIANCE OFFICER | — |
| FLEISSIG MATTHEW JACOB | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR-INVESTMENTS; PRESIDENT | — |
| FAFARD KRISTIN LYNN | CHIEF INVESTMENT OFFICER | — |
| CHRISTIAN MURTIE JENNIFER | CO- COO/CMO; COO | — |
| MAREGNI KELLY | PRESIDENT | — |
| JOHNSTON MICHELLE ROSS | CHIEF FINANCIAL OFFICER | — |
| WILMOTT LISANDRA EVELYN | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151736/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151736/similar
- Related entities: https://search.stillhousedata.com/firm/151736/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151736

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.