Clearpath Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Menlo Park, CA. Its latest Form ADV filing, dated April 1, 2026, reports $161M in regulatory assets under management, 5 employees, 3 offices, and 236 accounts.
Top client segmentHNWI represent 82.0% of total clients.
Top client categories% of clientsClients
1
HNWI
82.0%
50
2
Individuals
14.8%
9
3
Pooled Investment Vehicles
3.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of April 1, 2026
Discretionary100.0%
$161M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$161M
Total Accounts236
10Y AUM Change$-100M (-38.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee12:1
10Y Employee Change-8 (-61.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.