CLEARPATH CAPITAL PARTNERS LLC

CRD 111756 · SEC 801-78763

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80 WILLOW ROAD, MENLO PARK, CA, 94025, United States

Phone

(415) 682-6900

Fax

(415) 682-6899

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$161.3M

Discretionary AUM

$161.3M

Team

5 total employees; 3 advisory reps; 10 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersFINANCIAL CONSULTING

Client types

Type	Clients	AUM
Individuals	9	$4.2M
High net worth individuals	50	$156.0M
Pooled investment vehicles	2	$1.1M

States served

CA, TX

All web addresses on file

https://www.linkedin.com/company/2227814/
http://www.clearpathcapital.com

Official SEC filing: View on IAPD