Pathstone Corporation and Affiliates

Audits
3
Findings
0
Total Expended
$257.16M
Latest Accepted
2025-04-14
Location: Rochester, NY
UEI: HNEZN8HPK785 EIN: 160984913

SAM.gov Exclusion Status:

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Contacts

Name Title Type
Ruperto Montero CFO Auditee
Stephanie Annunziata Partner Auditee
No contacts on file

Recent Audits

ID Year Date Accepted Auditor Spend
353524 2024 2025-04-14 Heveron & Company CPAS PLLC $87.79M
302266 2023 2024-04-02 Heveron and Company CPAS $86.15M
235548 2022 2023-04-24 Heveron and Company CPAS $83.22M

Audit Findings

Audit Year Accepted Finding Ref Severity Repeat Requirement
No findings found for this organization