BLUEPATH CAPITAL LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 307474
- Registered since
- August 14, 2020
- Website
- bluepathfinance.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JOSEPH GIORDANO
Chief Compliance OfficerCRD 2766544
MICHAEL COX
President and Chief Financial OfficerCRD 5184603
Contacts
1 of 1YUEN NA CHUN
FinOpCRD 2219603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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