Pathstone Acquisitions

Pathstone has acquired 9 companies and its latest acquisition was Hall Capital Partners LLC on Oct 2024

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Hall Capital Partners LLC

Oct 2024

Source »
undisclosed
Hall Capital is an investment advisor that builds and manages customized, multi-asset class portfolios for families, endowments and foundations.
Crestone Capital, LLC

Feb 2024

Source »
$3B
Crestone is a Colorado-based wealth management firm that offers services such as investment management and financial advisory for individuals and institutions.
Veritable LP

Jul 2023

Source »
$294M
Veritable is a Pennsylvania-based financial consulting firm that provides services such as investment planning and wealth management for individuals and businesses.
Brainard Capital Management, LLC

May 2023

Source »
undisclosed
Brainard is a Texas-based wealth management firm that offers services such as financial planning and investment advisory for individuals and businesses.

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Rex Capital Advisors

Feb 2023

Source »
undisclosed
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Frequently Asked Questions about Pathstone

  1. What companies did Pathstone acquire?

    Companies acquired by Pathstone include Hall Capital, Crestone and Veritable
  2. How many acquisitions does Pathstone have?

    Pathstone has acquired 9 companies including Hall Capital, Crestone and Veritable.
  1. How many acquisitions did Pathstone make in 2024?

    In 2024 Pathstone acquired 2 companies including Hall Capital and Crestone.