CLEARPATH CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2013

Total AUM

$161M

Discretionary

$161M

100% of AUM

Avg account

$683K

Accounts

236

Employees

Advisory reps

Firm details

Headquarters: MENLO PARK, California
CRD number: 111756
Registered since: November 7, 2013
Website: clearpathcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI96.72%
Individuals2.59%
Pooled Investment Vehicles0.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clearpath Capital Partners LLC is an independent registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm offers financial planning and portfolio management across individual and pooled vehicles, and it serves businesses and institutions as well as selecting third‑party managers when appropriate. Clearpath acts in sponsor and general partner roles for pooled investment vehicles, which indicates an appetite to both manage proprietary funds and to place client capital with external managers. The firm’s fee menu is flexible: percentage-of-AUM fees alongside hourly, fixed-fee work and performance-based arrangements. Clearpath does not identify as an active ESG investor. It has operated as an SEC-registered adviser since 2013 and is organized as a limited liability company owned by an individual.