Data / Investment advisers / Washington / Pathmont Investment Management
Pathmont Investment Management, Seattle, WA: $170 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pathmont Investment Management is an SEC registered investment adviser with its main office in Seattle, Washington and reports $170 million in regulatory assets under management in its Form ADV filed May 19, 2026. Its clients include high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Pathmont Investment Management (CRD number 299217): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 299217
- SEC file number
- 801-123634
- SEC status
- Approved, effective April 7, 2022
- Legal name
- Pathmont, LLC
- Main office
- 2208 NW Market St Suite 507, Seattle, WA 98107
- Phone
- (206) 399-0454
- Regulatory AUM
- $169,666,110 in the Form ADV filed May 19, 2026
- Discretionary AUM
- $169,666,110
- Accounts
- 64
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $143.4 million |
| Charitable organizations | 3 | $26.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $169.7 million | March 9, 2026 |
| December 1, 2025 | $157.5 million | March 20, 2025 |
Other advisers in Seattle
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Archon Capital Management LLC | Seattle | $214.6 million | 4 | adviserinfo.sec.gov |
| Sander Capital Advisors, Inc. | Seattle | $210 million | Not listed | adviserinfo.sec.gov |
| Runde & Co. LLC | Seattle | $209.5 million | Not listed | adviserinfo.sec.gov |
| Lesa Sroufe & Company, Inc. | Seattle | $207.3 million | Not listed | adviserinfo.sec.gov |
| Global Partnerships | Seattle | $197.3 million | 5 | adviserinfo.sec.gov |
| Newground Social Investment | Seattle | $161.1 million | Not listed | adviserinfo.sec.gov |
| Capria Ventures LLC | Seattle | $161 million | 14 | adviserinfo.sec.gov |
| Euclidean Technologies Management, LLC | Seattle | $131.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Seattle, WA
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Pathmont Investment Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.