Pathstone to Acquire Crestone


March 18, 2024

On February 15, 2024, Pathstone Family Office announced that it will acquire Crestone Capital.

Pathstone Family Office (“Pathstone”) announced that it has entered into an agreement to acquire Crestone Capital (“Crestone”). Further terms of the deal were not disclosed.

Pathstone, based in Englewood, New Jersey, is an independent advisory firm offering family office services and investment advice for families, family offices, and foundations and endowments. As of March 2023, Pathstone had $24.8 billion in assets under management.

Crestone, based in Boulder, Colorado, is an independent multi-family office focusing on investment management and wealth advisory services to entrepreneurs, business owners, and families. As of March 2023, Crestone had $3.6 billion in assets under management. Republic Capital Group, an M&A advisory firm specializing in providing investment banking services to the financial services industry, served as exclusive investment banking advisor to Crestone on the transaction.

To read the press release: please click here.

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