PURPOSEPATH CAPITAL, LLC

Overview

Purposepath Capital, LLC is an independent registered investment adviser that serves individual and family clients with discretionary portfolio management and financial planning. The firm positions public mutual funds as the backbone of client portfolios while acting as a capital allocator to third‑party managers where appropriate. Its advisory services include portfolio management for individuals and small businesses, financial planning, pension consulting and the selection of other advisers, which signals a blended model of direct portfolio construction and outsourced manager selection. Fee arrangements are flexible—percentage of AUM, hourly billing and fixed fees—allowing the firm to tailor engagements across different client needs. Purposepath explicitly deploys third‑party alternative managers (private equity, hedge funds, real estate and REIT strategies) alongside traditional mutual funds and annuities, indicating a multi‑sleeve approach to asset allocation that mixes liquid public exposures with illiquid, return‑enhancing alternatives for qualified clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices