Path Capital Partners, LLC

RIASEC Registered
Total AUM
$169M
Discretionary
$169M
100% of AUM
Avg account
$56.3M
Accounts
3
Employees
4
Advisory reps
3

Firm details

Headquarters
North Miami Beach, Florida
CRD number
335156
Registered since
July 23, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Path Capital Partners, LLC is a limited liability company that functions as a private equity sponsor and adviser to pooled investment vehicles. The firm is registered with the SEC (registered in 2026) and targets institutional clients. Its advisory mandate is portfolio management for pooled investment vehicles, and it operates as an investment adviser, sponsor and general partner/managing member of the funds it manages. Compensation follows a mix of a percentage-of-AUM management fee and performance-based fees.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

North Miami Beach, FL

Miami Dade

Location

North Miami Beach, FL

Headquartered in North Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3323 Ne 163rd St
Time zone
ET (UTC-5)
Office locations

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