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Katherine Appleton Hendricks

PATHLIGHT CAPITAL LP·BOSTON, Massachusetts
Clean recordPATHLIGHT CAPITAL LP
100 FEDERAL STREET, BOSTON, MA 02110CRD# 5147245Firm CRD# 291106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Appleton Hendricks · BOSTON, MA
Registration
CRD #5147245 · PATHLIGHT CAPITAL LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katherine Appleton Hendricks is a registered financial advisor based in BOSTON, Massachusetts, affiliated with PATHLIGHT CAPITAL LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PATHLIGHT CAPITAL LP
PATHLIGHT CAPITAL
AUM
$2.8B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at PATHLIGHT CAPITAL LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: TRANSACTION BASED FEES
Regulatory
SEC/IARD CRD# 5147245
Firm CRD# 291106
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine Appleton Hendricks offer?
Katherine Appleton Hendricks specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Katherine Appleton Hendricks's credentials?
Katherine Appleton Hendricks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Appleton Hendricks located?
Katherine Appleton Hendricks is based in BOSTON, Massachusetts, working with PATHLIGHT CAPITAL LP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Katherine Appleton Hendricks charge for services?
Katherine Appleton Hendricks's firm is compensated through percentage of aum, performance-based fees, other: transaction based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATHLIGHT CAPITAL LP?
PATHLIGHT CAPITAL LP has approximately 25 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PATHLIGHT CAPITAL LP

Daniel Thomas Platt
BOSTON, MA
David C Storer
HINGHAM, MA
Kyle Shonak
HINGHAM, MA
Peter Eric Nawrocki
BOSTON, MA
Mark Daniel Twomey
BOSTON, MA
Steven Anthony Migliero
BOSTON, MA

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Research
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