Investment adviser · CRD 297153
PATH BY ORIGIN
Investment adviser filing (IA)
PATH BY ORIGIN, LLC
CHICAGO, IL, United States · Form ADV filed Sep 23, 2020
- Regulatory AUM
- $3.04M Form ADV · Item 5.F
- Client accounts
- 44 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 44 | $3,037,529 | 100.0% |
Filing source
Form ADV 1458120 · Sep 23, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 23, 2020. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
121 W WACKER DR, SUITE 1000CHICAGO, IL, 60601, United States
CRD 297153
Filing source
Form ADV 1458120 · Sep 23, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.