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Pathfinder Partners, LLC (San Diego)


Pathfinder Partners, LLC is a large advisory firm based in San Diego. It manages $215.9 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

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Pathfinder Partners provides portfolio management for pooled investment vehicles and advisory and management services for private real estate. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pathfinder Partners: assets under management

The assets under management (AUM) of Pathfinder Partners, LLC is $215.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $215.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.99 million each.
Pathfinder Partners has custody of $215.9 million in cash and securities for 12 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pathfinder Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Pathfinder Partners, LLC performs its advisory services is located at 4380 La Jolla Village Drive, San Diego, CA 92122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-875-4400 or by fax 858-875-4656. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.pathfinderfunds.com.


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