Pathstone to Acquire Rex Capital Advisors


March 8, 2023

On February 27, 2023, Pathstone announced an agreement to acquire Rex Capital Advisors.

Under the terms of the transaction, Pathstone will acquire Rex Capital Advisors (“Rex”). Terms of the deal were not disclosed. 

Pathstone, based in Englewood, New Jersey, is an investment advisory firm. Pathstone has approximately $80 billion in assets under advisement. 

Rex, based in Providence, Rhode Island, is a wealth management firm offering a range of investment advisory services to ultra-high net worth families and their affiliated entities. Rex manages approximately $1.5 billion in client assets.

To read the press release: please click here.

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