PATHSTONE
- Addresses
- 24 FEDERAL ST 8TH FL, BOSTON, MA 021102507
written 6 ways in filings
24 FEDERAL ST 8TH FL, BOSTON, MA 021102507
24 FEDERAL STREET 8TH FLOOR, BOSTON, MA 02110
24 FEDERAL ST 8TH FL, BOSTON, MA 02110
24 Federal St 8th Floor, Boston, MA 02110
24 FEDERAL STREET 8TH FLOOR, BOSTON, MA 021102516
24 FEDERAL ST 8TH FLOOR, BOSTON, MA 02110
10 STERLING BLVD SUITE 402, ENGLEWOOD, NJ 07631written 3 ways in filings
10 STERLING BLVD SUITE 402, ENGLEWOOD, NJ 07631
10 Sterling Blvd Ste 402, Englewood, NJ 07631
10 Sterling Boulevard Suite 402, Englewood, NJ 07631
1900 Avenue of the Stars 970, LOS ANGELES, CA 90067written 2 ways in filings
1900 Avenue of the Stars 970, LOS ANGELES, CA 90067
1900 AVENUE OF THE STARS 970, LOS ANGELES, CA 90067
1 MARITIME PLZ 6TH FLOOR, SAN FRANCISCO, CA 94111
1048 PEARL STREET, BOULDER, CO 80302
3344 PEACHTREE ROAD SUITE 1550, ATLANTA, GA 30326
ONE MARITIME PLAZA SUITE 600, SAN FRANCISCO, CA 94111
One Maritime Plaza 6th Floor, SAN FRANCISCO, CA 94111 - Service
- INVESTMENT ADVISORY
- Total reported
- $9,657,034
- Website
- Find website (990s don't list vendor websites; this searches DuckDuckGo)
Who paid them
| Year | Organization | Service | Location | Paid | Filing |
|---|---|---|---|---|---|
| 2025 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $93,222 | view original ↗ |
| 2024 | ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR | FINANCIAL ADVISORY AND INVESTMENT FEES | ENGLEWOOD, NJ | $1,157,155 | view original ↗ |
| 2024 | HELLMAN FOUNDATION | PORTFOLIO MANAGEMENT | SAN FRANCISCO, CA | $939,973 | view original ↗ |
| 2024 | HOWARD AND GERALDINE POLINGER FOUNDATION INC | INVESTMENT FEES | ENGLEWOOD, NJ | $319,792 | view original ↗ |
| 2024 | PHILLIPS COLLECTION | ENDOWMENT INVESTMENT ADVISORS | BOSTON, MA | $183,890 | view original ↗ |
| 2024 | ACHELIS AND BODMAN FOUNDATION | INV. ADVISORY FEES | BOSTON, MA | $156,539 | view original ↗ |
| 2024 | STUPSKI FOUNDATION | Investment Advisor | SAN FRANCISCO, CA | $152,018 | view original ↗ |
| 2024 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $139,055 | view original ↗ |
| 2024 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $139,055 | view original ↗ |
| 2024 | THE TELLURAY FOUNDATION | INVESTMENT MANAGEMENT | BOULDER, CO | $116,851 | view original ↗ |
| 2024 | JESSIE BALL DUPONT RELIGIOUS CHARITABLE & EDUCATIONAL FUND | Investment Consulting | Englewood, NJ | $112,500 | view original ↗ |
| 2024 | LISA STONE PRITZKER FAMILY FUND | INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | $90,450 | view original ↗ |
| 2024 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $89,672 | view original ↗ |
| 2024 | LEONARD G HERRING FAMILY FOUNDATION INC | MANAGEMENT FEES | ATLANTA, GA | $73,957 | view original ↗ |
| 2024 | ROBERT AND PATRICIA SWITZER FOUNDATION | Invstmnt Advisory | Boston, MA | $70,164 | view original ↗ |
| 2024 | THE BELIEVERS FOUNDATION INC | Investment Services | Englewood, NJ | $58,278 | view original ↗ |
| 2024 | SERENA FOUNDATION INC | INVESTMENT MANAGEMENT | BOSTON, MA | $53,750 | view original ↗ |
| 2024 | GENERATION FUND INC | INVESTMENT MANAGEMENT | BOSTON, MA | $53,750 | view original ↗ |
| 2023 | ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR | FINANCIAL ADVISORY AND INVESTMENT FEES | ENGLEWOOD, NJ | $1,038,302 | view original ↗ |
| 2023 | HOWARD AND GERALDINE POLINGER FOUNDATION INC | INVESTMENT FEES | ENGLEWOOD, NJ | $279,854 | view original ↗ |
| 2023 | ACHELIS AND BODMAN FOUNDATION | INV. ADVISORY FEES | BOSTON, MA | $193,757 | view original ↗ |
| 2023 | JESSIE BALL DUPONT RELIGIOUS CHARITABLE & EDUCATIONAL FUND | Investment Consulting | Englewood, NJ | $150,000 | view original ↗ |
| 2023 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $83,143 | view original ↗ |
| 2023 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $73,760 | view original ↗ |
| 2023 | ROBERT AND PATRICIA SWITZER FOUNDATION | Invstmnt Advisory | Boston, MA | $66,901 | view original ↗ |
| 2022 | ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR | FINANCIAL ADVISORY AND INVESTMENT FEES | ENGLEWOOD, NJ | $1,100,117 | view original ↗ |
| 2022 | ACHELIS AND BODMAN FOUNDATION | INV. ADVISORY FEES | BOSTON, MA | $211,914 | view original ↗ |
| 2022 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $104,473 | view original ↗ |
| 2022 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $98,804 | view original ↗ |
| 2022 | MERCK FAMILY FUND | INVESTMENT ADVISORY | BOSTON, MA | $85,000 | view original ↗ |
| 2022 | LEONARD G HERRING FAMILY FOUNDATION INC | ACCOUNTING FEES | LOS ANGELES, CA | $80,000 | view original ↗ |
| 2022 | LEONARD G HERRING FAMILY FOUNDATION INC | Accounting Fees | LOS ANGELES, CA | $80,000 | view original ↗ |
| 2022 | ROBERT AND PATRICIA SWITZER FOUNDATION | Invstmnt Advisory | Boston, MA | $62,039 | view original ↗ |
| 2022 | SERENA FOUNDATION INC | INVESTMENT MANAGEMENT | BOSTON, MA | $51,875 | view original ↗ |
| 2022 | GENERATION FUND INC | INVESTMENT MANAGEMENT | BOSTON, MA | $51,875 | view original ↗ |
| 2021 | ROUNDHOUSE FOUNDATION IRRV CHARITABLE TR | FINANCIAL ADVISORY AND INVESTMENT FEES | ENGLEWOOD, NJ | $676,881 | view original ↗ |
| 2021 | ACHELIS AND BODMAN FOUNDATION | INV. ADVISORY FEES | BOSTON, MA | $198,418 | view original ↗ |
| 2021 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $98,991 | view original ↗ |
| 2021 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $95,013 | view original ↗ |
| 2021 | LEONARD G HERRING FAMILY FOUNDATION INC | Investment Adv. Fees | LOS ANGELES, CA | $80,000 | view original ↗ |
| 2021 | LEONARD G HERRING FAMILY FOUNDATION INC | Accounting Fees | LOS ANGELES, CA | $80,000 | view original ↗ |
| 2021 | ROBERT AND PATRICIA SWITZER FOUNDATION | Invstmnt Advisory | Boston, MA | $60,437 | view original ↗ |
| 2020 | ACHELIS AND BODMAN FOUNDATION | INV. ADVISORY FEES | BOSTON, MA | $167,375 | view original ↗ |
| 2020 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $82,773 | view original ↗ |
| 2020 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $79,588 | view original ↗ |
| 2020 | ROBERT AND PATRICIA SWITZER FOUNDATION | Invstmnt Advisory | Boston, MA | $60,000 | view original ↗ |
| 2019 | EMILY DAVIE AND JOSEPH S KORNFELD FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $83,256 | view original ↗ |
| 2019 | RX FOUNDATION | INVESTMENT ADVISORY | BOSTON, MA | $82,417 | view original ↗ |
Grouped by normalized name; different firms with identical names appear together. Check the addresses.
The area Census
County outline, the place (blue), the tract (orange) and the ZIP center (dot).
In Census Tract 701.04, Suffolk County, Massachusetts, place (city or town) Boston, MA, county Suffolk County, MA, state Massachusetts; placed by its ZIP code (county and tract) and city name (place). The tract is the tract holding most of the record's ZIP code (FURP does not geocode street addresses).
| Measure | Census tract Census Tract 701.04, Suffolk County, Massachusetts | Place (city or town) Boston, MA | County Suffolk County, MA | State Massachusetts |
|---|---|---|---|---|
| Population B01003 | 2,491 | 666,442 | 785,121 | 7,044,056 |
| Population, 2020 census P1 | 2,862 | 675,647 | 797,936 | 7,029,917 |
| Median age B01002 | 49.1 | 33.3 | 33.9 | 40.0 |
| Under 18 B01001 | 6.3% | 15.1% | 16.0% | 19.4% |
| 65 and over B01001 | 18.7% | 13.0% | 13.3% | 17.9% |
| Households B11001 | 1,321 | 283,374 | 327,167 | 2,785,042 |
| Foreign born B05002 | 31.4% | 27.8% | 29.8% | 18.0% |
| Median household income B19013 | $235,950 | $97,344 | $95,631 | $103,960 |
| Median family income B19113 | $250,001 | $116,436 | $112,072 | $131,675 |
| Per capita income B19301 | $194,473 | $61,698 | $58,636 | $57,897 |
| Poverty rate B17001 | 21.2% | 16.6% | 16.2% | 10.0% |
| Unemployment rate B23025 | 6.6% | 6.1% | 6.3% | 5.2% |
| Civilian labor force B23025 | 1,550 | 402,354 | 468,636 | 3,911,446 |
| Mean commute (minutes) B08013 | 18.9 | 30.3 | 30.9 | 29.1 |
| Bachelor's degree or higher B15003 | 78.7% | 54.9% | 50.6% | 47.3% |
| Housing units B25001 | 1,788 | 310,625 | 357,290 | 3,030,406 |
| Owner-occupied B25003 | 57.5% | 35.7% | 36.5% | 62.5% |
| Renters B25003 | 42.5% | 64.3% | 63.5% | 37.5% |
| Median home value B25077 | $1,505,000 | $731,700 | $705,800 | $562,100 |
| Median gross rent B25064 | $3,501 | $2,147 | $2,129 | $1,762 |
| White, not Hispanic B03002 | 65.6% | 44.1% | 43.6% | 66.6% |
| Black B03002 | 5.9% | 19.3% | 17.1% | 6.4% |
| Hispanic or Latino B03002 | 5.2% | 19.3% | 23.2% | 13.3% |
| Asian B03002 | 22.7% | 10.3% | 9.2% | 7.3% |
| American Indian and Alaska Native B03002 | 0.0% | 0.1% | 0.1% | 0.1% |
Economy now FRED unemployment 4.3% in Sep 2026 (4.6% a year earlier); per capita personal income $98,700 in 2025, up 27% in five years (+2.3% after inflation); the state; Source: FRED, Federal Reserve Bank of St. Louis.
Data: IPUMS NHGIS (ACS 2020-2024 and the 2020 census); each figure links to its table for that area at data.census.gov. Records are placed by ZIP code and city name, not street address. More: everything FURP has in Census Tract 701.04, Suffolk County, Massachusetts.
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