Weatherdesk 0763112/16/2023 ![]() For more information, please visit About Advisor PartnersĪdvisor Partners is a boutique investment manager working with a select group of independent advisors, wealth managers, and family offices. With decades of experience as trusted advisors, we employ an advocacy-focused model that empowers our clients to define and achieve their unique long-term goals and support their legacy. Pathstone is an independently operated, partner-owned advisory firm offering comprehensive family office services and customized investment advice for families, family offices, and foundations and endowments. Schulte Roth & Zabel LLP served as legal counsel to Pathstone. Both Rahul Agrawal and Matt Fleissig are committed to AP's continued independence and ability to offer cutting-edge solutions to its client base.Īdvisor Partners was advised by Grail Partners and Davis Wright Tremaine LLP served as legal counsel. Pathstone will make significant ongoing investment in Advisor Partners to maintain and enhance the firm's offering, benefiting existing and future AP clients. "Pathstone's focus on highly customized client service, together with AP's research-driven, systematic solutions, will create a powerful, industry-leading offering." "Pathstone and AP have a shared vision of providing ' customization as a service' and together, we will be able to create and innovate to build client-service solutions that do not exist in the industry today," said Rahul Agrawal, President and Chief Investment Officer of AP. Also, having AP as a sister company to Pathstone will give us a greater ability to deliver access to objective investment advice with market-leading customization built specifically for our clients." "We believe our combination raises the bar for the entire industry – offering tax-optimized solutions is now table stakes to providing services to ultra-high net worth clients. "We are very excited to welcome Advisor Partners to our family," said Matthew Fleissig, President of Pathstone. The acquisition is in line with Pathstone's strategy to enhance services available to clients and continue to expand its suite of services. Integrating the vision, technology, investment expertise, and operational sophistication of Advisor Partners will enhance Pathstone's ability to provide innovative, highly customized client service. It was founded by Andrew Rudd, the creator and founder of Barra, one of the original software providers of investment risk analytics and trading solutions in the industry. Pathstone and AP have a shared vision of providing 'customization as a service.'Īdvisor Partners has a rich history.
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