Pathstone and Lovell Minnick Partners

Madison Capital Funding closed a senior debt facility to finance an Add-on Acquisition for Pathstone by Lovell Minnick Partners.  Madison Capital Funding was the Sole Lead Arranger and Administrative Agent. Further terms were not disclosed.

Pathstone provides integrated and customized family office, wealth and investment services to multi-generational families, single family offices, high net worth individuals and institutions, such as charities and foundations, via a technology-enabled open architecture investment platform.

Founded in 2001, Madison Capital Funding is a market leader in supporting middle market private equity sponsors with cash-flow based corporate finance products. Since inception, Madison Capital Funding has invested $37.5 billion in 1,265 middle market transactions with 318 private equity sponsors.

The loan discussed does not represent an account’s entire portfolio and in the aggregate, may represent only a small percentage of an account’s portfolio holdings. A complete list of all holdings is available upon request; please contact It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the loans mentioned herein.

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