Acquiring Company
Pathstone
Acquired Company
Crestone Capital
EnglewoodBoulderReal EstateFinancial ServicesFinanceVenture CapitalAngel InvestmentDescription
Pathstone, a partner-owned advisory firm, has entered into an agreement to acquire Crestone Capital, a firm based in Boulder, Colo. The acquisition is aimed at strengthening Pathstone's position as the largest independent Registered Investment Advisor focused on serving ultra-high net worth families and will bring Pathstone's total assets under advisement and administration to over $100 billion.
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Who to call at Pathstone, and when
When Pathstone changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Pathstone raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Pathstone, from your own LinkedIn network
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Frequently asked
Who acquired Crestone Capital?
Crestone Capital was acquired by Pathstone, based in Englewood. The deal was reported on February 15, 2024. Pathstone is an independently operated, partner-owned advisory firm offering comprehensive family office services and customized investment advice for families, family offices, and foundations and endowments. Pathstone is privately held and operates in Real Estate.
When did Pathstone acquire Crestone Capital?
Pathstone's acquisition of Crestone Capital was reported on February 15, 2024. Pathstone, a partner-owned advisory firm, has entered into an agreement to acquire Crestone Capital, a firm based in Boulder, Colo. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Crestone Capital do?
Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to an exclusive network of entrepreneurs, business owners, and their families. It is privately held, operating in Financial Services, and is based in Boulder.
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