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Simon Krinsky

Regional Executive Managing Director, Pathstone · 1 appearance on the record.

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executiveinvestorpathstone.com/team/simon-krinsky ↗

Simon Krinsky oversees the strategic management of Pathstone’s New York City and San Francisco offices, advising multigenerational families, foundations, and charitable endowments. Prior to Pathstone’s acquisition of the firm, he was a Managing Partner and executive committee member at Hall Capital Partners, having previously worked in equities at Goldman Sachs.

10statements → 2claims → 0claims resolved → 3.8/5average certainty → 1.7/5average debate potential → ≈4.5/5argument clarity, estimated → 3said about them ↓

1 not yet assessed 1 not checkable as stated how the 2 claims stand · each chip opens the sources

2 predictions · 1 opinion · 4 insights · 3 disclosures · every statement was checked. The predictions and assertions are the 2 claims: statements the public record can support or contradict. 0 are resolved, 1 is not yet assessed, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Simon argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Simon Krinsky on measured tape to publish a rate. This says nothing about how they speak.

Everything Simon Krinsky said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Opinion
Krinsky: True merger alignment requires all parties holding identical equity
“Our investment team will lead the research effort for the combined organization. All of that just screamed, we all got to have the same security. And that's from us to them to their private equity backers. All of us need to be rolling in the same direction.”
Simon Krinsky Dec 9, 2024 ▶ 24:36 Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Insight
Krinsky: Private Equity Is the Biggest Catalyst for Wealth Management Consolidation
“The biggest change has been private equity capital. Which solves a bunch of problems around innovation and in some instances around business succession. And the competition has become better and deeper. And I think that drives consolidation too.”
Simon Krinsky Dec 9, 2024 ▶ 10:13 Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Insight
Krinsky: Advisory firms must add client relationships to provide career growth
“In most businesses, I think if you're not growing, you're dying. Certainly that is the case for ours. So the markets help. We invest well and performance helps, and clients generally spend less money than they make. But we need to be growing in absolute number…”
Simon Krinsky Dec 9, 2024 ▶ 10:49 Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Insight
Krinsky: Asset management firms require balance sheets to fund continuous innovation
“The world is innovating really quickly around us. And why? Because they have a balance sheet. You know, in our business model, money comes in, we pay people, money goes out. That's how it works. A balance sheet really, really matters.”
Simon Krinsky Dec 9, 2024 ▶ 18:02 Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Prediction Open · timeframe Dec 2029
Krinsky: Pathstone will undergo future private equity recapitalizations
“I absolutely expect that there will be more than one transaction at the private equity sponsor level. Somebody's going to come in and buy out the early private equity investors or just join as a third private equity sponsor of Pastone to continue that growth.”
Simon Krinsky Dec 9, 2024 ▶ 1:01:44 Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Prediction Not checkable as stated
Krinsky: Single-Revenue Independent Advisory Firms Will Struggle to Survive
“I think it'll be very hard to remain independent in the way that our firm was independent. No balance sheet, one revenue line, because the world is innovating really, really quickly. This space is innovating quickly. So I expect more combinations, more capital…”
Simon Krinsky Dec 9, 2024 ▶ 1:05:36 Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Insight
Krinsky: Institutional and family office clients want more services for less money
“The other thing we've observed is that the customer, it's a college endowment or a wealthy family, wants more stuff from fewer people for less money.”
Simon Krinsky Dec 9, 2024 ▶ 11:30 Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Disclosure
Krinsky: Hall Capital will fully integrate into Pathstone without changing investment personnel
“For us, we won't have a legacy business that stands independent from the combined business. And our relationships with our clients aren't going to change. We still invest in the same way. We have the same investment philosophy. In fact, the same people making …”
Simon Krinsky Dec 9, 2024 ▶ 26:20 Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Disclosure
Krinsky: PE funds reached out to invest after Hall Capital deal leaked
“Starting with when the leak occurred, we got a bunch of inbound calls from private equity funds saying, if this is true, we want in.”
Simon Krinsky Dec 9, 2024 ▶ 50:19 Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Disclosure
Krinsky: All Hall Capital Owners Roll Same Equity Percentage Into Pathstone
“Every single owner, including our clients and Katie and John and the three of us, All the way down to the vice president who was promoted last year and got her first units are rolling the same percentage of our equity into Pathstone stock and receiving some ca…”
Simon Krinsky Dec 9, 2024 ▶ 53:40 Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)

The other half of the tape: Simon Krinsky's own voice is left out of every number here. Other people bring the name up 2 times in 1 episode on Capital Allocators. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Letitia Johnson 2

Statements about Simon Krinsky, by other people (1)

Insight
Johnson: Autonomy and runway from governance committees are remarkably rare in investing
“Feeling like the committee has your back and that you have the runway to actually figure out what you want to do is incredibly helpful. And again, is analogous to what we were just talking about with managers. This is the entire investment world. You need to f…”
Letitia Johnson Apr 29, 2024 ▶ 1:00:48 Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)

Every mention by year

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2024 2 mentions in 1 episode

Appearances (1)

EpisodeDateSpeaking time
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.42 Dec 9, 2024 20m
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