PREMIER PATH WEALTH PARTNERS, LLC of MADISON, NJ is an SEC-registered investment adviser (CRD 325300). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Michael John Lehman | CEO, FOUNDING PARTNER; OWNER | — |
| Derek Thomas Wittjohann | CHIEF OPERATING OFFICER, PARTNER | — |
| Patrick Thomas York | PARTNER | — |
| Brian James Glenn | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | — |
| GLENN ROBERT JAMES | CHIEF INVESTMENT OFFICER | — |
| GLENN BRIAN J | CHIEF INVESTMENT OFFICER | — |
| GRAFTON JOHN GARRETT | CHIEF COMPLIANCE OFFICER | — |
| LEHMAN MICHAEL JOHN | CEO, FOUNDING PARTNER; OWNER | — |
| WITTJOHANN DEREK T | CHIEF OPERATING OFFICER, PARTNER | — |
| Kalata Linda R | CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| YORK PATRICK THOMAS | PARTNER | — |
| WITTJOHANN DEREK THOMAS | CHIEF OPERATING OFFICER, PARTNER | — |
| KALATA LINDA ROSE | CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Joseph Anthony Fantozzi | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| PREMIER PATH PRIVATE ACCESS FUND I, L.P. | Private Equity Fund | Delaware | 0 | — | $500K |