Portfolio Company · Operating Co.
Pathstone
a portfolio company of
Kelso & Company
Status on record: Current
Investment year: 2023
PE Firm Index
Pathstone
a portfolio company of
Lovell Minnick Partners
Status on record: Current
PE Firm Index

Who owns Pathstone?

Pathstone is listed on the portfolio pages of Kelso & Company (portfolio page) and Lovell Minnick Partners (portfolio page). Kelso & Company and Lovell Minnick Partners list it as current. Kelso & Company has owned Pathstone since 2023, per Kelso & Company's portfolio page.

Company Snapshot

Pathstone is a Financial Services company. Its owner on record, Kelso & Company, is a private equity firm founded in 1980. Kelso & Company lists at least 122 companies in the index, 13 of them in Financial Services. Also backed by Lovell Minnick Partners.

Ownership statusCurrent
WebsiteNot on record

About the owner

Founded
1980
Strategy
Private equity, ESOP-influenced investing, Shared equity ownership
Sectors
Middle market private equity
Companies in the index
At least 122

Kelso and Company is a North American-focused middle market private equity firm.

Read the Kelso & Company profile
Headquarters
Philadelphia, USA
Founded
1999
AUM
$6 billion+
Strategy
Private Equity, Middle Market, Buyout, Add-on Acquisitions
Target size
Middle Market
Sectors
Financial Services, Business Services, Wealth Management
Companies in the index
59

Lovell Minnick Partners is an international private equity firm focused on investments in middle market financial and related business services companies.

Read the Lovell Minnick Partners profile

Questions about Pathstone

Who owns Pathstone?

Pathstone is listed on the portfolio pages of Kelso & Company (portfolio page) and Lovell Minnick Partners (portfolio page). Kelso & Company and Lovell Minnick Partners list it as current. Kelso & Company has owned Pathstone since 2023, per Kelso & Company's portfolio page.

What sector is Pathstone in?

Pathstone is in Financial Services. Classified from the owner's portfolio label.

What else does Kelso & Company own in Financial Services?

Kelso & Company lists 12 other Financial Services companies in the index, including American Beacon, Cronos, Harbor Community Bank, J.S. Held and Newport Group.

Sources

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Pathstone and does not provide investment advice.

Other portfolio companies of Kelso & Company

6 of 121 shown

See the full Kelso & Company portfolio.

Other portfolio companies of Lovell Minnick Partners

6 of 58 shown

See the full Lovell Minnick Partners portfolio.

Other Financial Services companies held by Kelso & Company

Other Financial Services companies held by Lovell Minnick Partners

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