BLUEPATH CAPITAL LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
307474
Registered since
August 14, 2020

Firm profile

FINTRX

Overview

Bluepath Capital LLC is recorded as a limited liability company that registered with the SEC in 2020. FINTRX classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. Available metadata indicates the firm is not set up as a capital allocator and is not identified as an active ESG investor. The record also notes it is not a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX does not include detail on Bluepath Capital’s investment strategy, client segments, fee schedules, or specific advisory activities, so there is limited public information about how the firm sources or manages client portfolios.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JOSEPH GIORDANO

    Chief Compliance OfficerCRD 2766544

  • MICHAEL COX

    President and Chief Financial OfficerCRD 5184603

Contacts

1 of 1
  • YUEN NA CHUN

    FinOpCRD 2219603

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
39 Mesa St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth