PATH DIGITAL ADVISORS, LLC
Adviser information for PATH DIGITAL ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 17 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 28 | $155,766 |
| Non-Discretionary | 0 | $0 |
| Total | 28 | $155,766 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 28 | $155,766 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-121345 |
|---|---|
| SEC ERA File Number | 801-121345 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312983 |
| Legal Entity Identifier | None |
Principal Office
444 WEST LAKE STREETSUITE 1700
CHICAGO
IL
United States
Monday - Friday, 9AM - 5PM
Tel: 872.272.0483, Fax: None
Chief Compliance Officer
STEPHEN BEAVIS
CHIEF ADMINISTRATIVE OFFICER
444 WEST LAKE STREET
SUITE 1700
CHICAGO
IL
United States
Tel:
312.416.8628
S******@*************M
(Full email address available in API data)
Regulatory Contact
JOEL BIRCH
CHIEF EXECUTIVE OFFICER
444 WEST LAKE STREET
SUITE 1700
CHICAGO
IL
United States
Tel:
312.416.8628
B****@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BIRCH, JOEL, BENJAMIN | Individual | – | CHIEF EXECUTIVE OFFICER | 02/2018 | < 5% |
| BEAVIS, STEPHEN, MICHAEL | Individual | – | CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 02/2018 | < 5% |
| PATH FINANCE CORPORATION | Domestic Entity | – | SOLE MEMBER | 10/2021 | > 75% |
| ESCHWEILER, ALAN, MICHAEL | Individual | – | CHIEF OPERATING OFFICER | 04/2022 | < 5% |
| ALSOP, AARON, KEITH JAMES | Individual | – | CHIEF PRODUCT OFFICER AND CHIEF TECHNOLOGY OFFICER | 04/2022 | < 5% |