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PATHLIGHT CAPITAL

BOSTON, MA · CRD 291106 · IAPD ↗ · pathlightcapital.com · 617-830-7055

$3.52BRegulatory AUM
23Advisory reps
30Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — PATHLIGHT CAPITAL reported RAUM up 41% ($2.49B -> $3.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — PATHLIGHT CAPITAL added office(s): 13 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
59
April 2024 — PATHLIGHT CAPITAL grew from 16 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.