Transaction Details

Republic Capital Group served as the exclusive investment banking advisor to Crestone Capital in its combination with Pathstone.

Crestone Capital is a Colorado-based wealth management firm advising ultra-high-net-worth families and first-generation entrepreneurs, with approximately $3.6 billion in assets under management, roughly 150 client families, and more than 50 professionals across offices in Colorado, Texas, and California. Pathstone is a multi-family office serving families with $100 million or more in assets, with over $100 billion in assets under administration and advisement and more than 450 professionals across 19 offices nationwide. Crestone will continue to operate under the Crestone name as part of the combined organization.