9AT: PATHMONT INVESTMENT MANAGEMENT

Adviser Profile

As of Date	05/19/2026
Registration	SEC, Approved, 04/07/2022
Other registrations (2)	Washington, Terminated, 11/27/2023 Washington, Approved, 12/14/2018
ADV Location	SEATTLE, WA, United States
Contact Info	206 xxxxxxx

AUM^*	169,666,110 17%
of that, discretionary	169,666,110 17%
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	2,651,033 30%
% High Net Worth	89.29% 2%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser AVITY INVESTMENT MANAGEMENT INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.0b	#Funds-
Adviser ZENITH WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM328.3m	#Funds-
Adviser MENGIS CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM903.5m	#Funds-
Adviser ARLINGTON FINANCIAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser SHAYNE & JACOBS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM429.5m	#Funds-
Adviser CORUS FAMILY WEALTH ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund40.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV40.0m	AUM619.5m	#Funds1
Adviser AUTUMN GLORY PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM747.6m	#Funds-
Adviser BALENTINE	Hedge Fund-	Liquidity Fund-	Private Equity Fund165.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV165.6m	AUM5.5b	#Funds10
Adviser GGM WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM446.8m	#Funds-
Adviser HOMAN WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM271.1m	#Funds-

Brochure Summary

Overview

PathMont LLC is a registered investment adviser with its principal place of business located in Seattle, WA. PathMont LLC was formed on October 24, 2018 and was registered as an investment adviser on December 4, 2018. As of December 31, 2023, PathMont LLC is managing $144,474,689 in assets under management. All assets are managed on a discretionary basis. Listed below are the firm's principal shareholders (i.e., those individuals and/or entities controlling 25% or more of this company).
• Robyn Pomprowitz Meyer, Managing Director/Chief Compliance Officer PathMont LLC offers the following advisory services to our clients: INVESTMENT SUPERVISORY SERVICES ("ISS") INDIVIDUAL PORTFOLIO MANAGEMENT Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment policy and create and manage a portfolio based on that policy. During our data-gathering process, we determine the client's individual objectives, time horizons, risk tolerance,

and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, income, growth and income, or growth), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Our investment recommendations are not limited to any specific product or service offered by a broker- dealer or insurance company and will generally include advice regarding the following securities:
• Exchange-listed securities
• Corporate debt securities (other than commercial paper)
• Municipal securities
• Mutual fund shares
• United States governmental securities
• Options contracts on securities Because some types of investments involve certain additional degrees of risk, they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. 5 | P a g e

PATHMONT INVESTMENT MANAGEMENT

PATHMONT INVESTMENT MANAGEMENT

PATHMONT, LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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PATHMONT INVESTMENT MANAGEMENT PATHMONT INVESTMENT MANAGEMENT PATHMONT, LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PATHMONT INVESTMENT MANAGEMENT

PATHMONT INVESTMENT MANAGEMENT

PATHMONT, LLC