CLEARPATH CAPITAL PARTNERS LLC
Adviser information for CLEARPATH CAPITAL PARTNERS LLC last updated from Form ADV on March 30th, 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 | California, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 235 | $146.6M |
| Non-Discretionary | 0 | $0 |
| Total | 235 | $146.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 9 | $4.0M |
| HNW Individuals | 68 | $141.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $1.2M |
| 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 | 7 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)FINANCIAL CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-78763 |
|---|---|
| SEC ERA File Number | 801-78763 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111756 |
| Legal Entity Identifier | None |
Principal Office
123 CHESTER STREETMENLO PARK
CA
United States
Monday - Friday, 9:00 A.M. - 4:00 P.M.
Tel: (415) 682-6900, Fax: (415) 682-6899
Chief Compliance Officer
NATHANIEL LANE
DIRECTOR OF CLIENT RELATIONS
123 CHESTER STREET
MENLO PARK
CA
United States
Tel:
(415) 682-6891
Fax:
(415) 682-6899
C******************@*******************M
(Full email address available in API data)
Regulatory Contact
SAILEENE MARGA SILVERON YU MON
DIRECTOR OF OPERATIONS
123 CHESTER STREET
MENLO PARK
CA
United States
Tel:
(415) 682-6890
Fax:
(415) 682-6899
S*******@*******************M
(Full email address available in API data)
Industry Affiliates
| NATHANIEL RICHARD LANE | Sponsor, GP, manager of pooled investment vehicles |
| TROY STEVEN LARSON | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CLEARPATH OPPORTUNITIES FUND, LLC | Private Equity Fund | $1.0M | $0.0M | 8 |
| CLEARPATH SPECIAL OPPORTUNITIES FUND 2017, LP | Private Equity Fund | $0.3M | $0.0M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LANE, NATHANIEL, RICHARD | Individual | – | MANAGING MEMBER/DIRECTOR OF CLIENT RELATIONS/CHIEF COMPLIANCE OFFICER | 08/1998 | 50-75% |
| LARSON, TROY, STEVEN | Individual | – | MANAGING MEMBER/DIRECTOR OF MARKETING | 01/2002 | 50-75% |