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PATHLIGHT CAPITAL LP
PATHLIGHT CAPITAL LP
PATHLIGHT CAPITAL
BOSTON, Massachusetts
·
9 registered advisors
·
CRD# 291106
SEC# 801-112166
24
617-830-7055
01
Firm Overview
AUM
$2.8B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: TRANSACTION BASED FEES
03
Specialties
Retirement Planning
04
Advisors at PATHLIGHT CAPITAL LP
9 registered advisors
Daniel Thomas Platt
BOSTON, Massachusetts
CRD# 5078732
David C Storer
HINGHAM, Massachusetts
CRD# 5074227
Katherine Appleton Hendricks
BOSTON, Massachusetts
CRD# 5147245
Kyle Shonak
HINGHAM, Massachusetts
CRD# 6148876
Mark Daniel Twomey
BOSTON, Massachusetts
CRD# 5233166
Michael William Quirk
BOSTON, Massachusetts
CRD# 7717705
Omar Hemady
BOSTON, Massachusetts
CRD# 7717622
Peter Eric Nawrocki
BOSTON, Massachusetts
CRD# 6881633
Steven Anthony Migliero
BOSTON, Massachusetts
CRD# 7358262
05
Office Locations
BOSTON, Massachusetts
7 advisors
HINGHAM, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. PATHLIGHT CAPITAL LP (CRD# 291106) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.