Investment adviser · CRD 299217
PATHMONT INVESTMENT MANAGEMENT
Investment adviser filing (IA)
PATHMONT, LLC
SEATTLE, WA, United States · Form ADV filed May 19, 2026
- Regulatory AUM
- $170M Form ADV · Item 5.F
- Client accounts
- 64 Accounts, not individual clients
- Employees
- 1 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 |
|---|---|---|---|
| High-net-worth individuals | 25 | $143,365,190 | 84.5% |
| Charities | 3 | $26,300,920 | 15.5% |
Filing source
Form ADV 2106763 · May 19, 2026 · 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: May 19, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
2208 NW MARKET ST, SUITE 507SEATTLE, WA, 98107, United States
CRD 299217
Filing source
Form ADV 2106763 · May 19, 2026 · 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.