The acquisition continues to strengthen Pathstone’s position as the largest independent Registered Investment Advisor (“RIA”) focused on serving ultra-high net worth (“UNHW”) families
ENGLEWOOD, N.J. & BOULDER, Colo., February 15, 2024 – Pathstone, a partner-owned advisory firm offering comprehensive, highly customized investment advice and family office services, today announced it has entered into an agreement to acquire Crestone Capital (“Crestone”). Based in Boulder, Colo., Crestone delivers a suite of fully integrated investment management and wealth advisory services to an exclusive network of entrepreneurs, business owners, and their families.
Matt Fleissig, CEO of Pathstone, commented on the news, “From the very beginning, we admired Crestone’s culture and approach to working with sophisticated families. The focus on building a firm for ultra-high net worth families is what has historically differentiated both Pathstone and Crestone, making the combination a natural fit and that much more powerful as we seek to build a true multi-generational family office experience for our clients. We could not be more excited to welcome Eric Kramer, who will join our CEO Council and Chief Investment Office and Matt Wiles, who will join Pathstone’s Regional Leadership Team, and the rest of the Crestone team as we continue to grow our presence in the highly attractive Rocky Mountain region.”
