CP
Charles Paxson Keates
CRD 4478687
Firms
| Firm | Role | As of |
|---|---|---|
| Pathstone Family Office, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Pathstone Family Office, Llc
Interim Chief Compliance Officer/General Counsel · Less than 5% · Dec 2024
-
Cambrian Capital Management, L.L.C.
Chief Compliance Officer; Management & Investment Committee Member · Less than 5% · Mar 2024
-
Archean Capital Partners Ii, L.L.C.
Chief Compliance Officer & Management Committee Member · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗