ClearPath Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$160,167,531
Clients
59
Advisors
3
across 3 offices
About
ClearPath Capital Partners LLC provides investment management, financial advisory and financial planning to high‑net‑worth individuals, families, and certain institutional and charitable clients. The firm also acts as sponsor and manager for private pooled investment vehicles and delivers written wealth‑planning guidance tailored to each client's goals.
ClearPath pursues a research‑intensive, tactical asset allocation approach that emphasizes manager selection and conviction‑driven overweightings when market prices appear favorable. It manages separately administered client portfolios while also operating pooled funds that invest directly or indirectly in select companies and in series that invest through other advisers.
What is distinctive about ClearPath is its role as general partner and private fund adviser for products such as ClearPath Special Opportunities Fund 2017, LP and ClearPath Opportunities Fund, LLC, and the firm accepts performance‑based compensation for those pooled vehicles, creating side‑by‑side management considerations that it discloses. The funds target later‑stage, technology or technology‑enabled companies (the brochure cites names like Airbnb, Lyft, Palantir and SpaceX), which introduces venture‑style liquidity and valuation risks and the potential for additional manager fees when a series invests through third‑party vehicles.
Client services
Expertise
Occupation focus
Fee options
Negotiable fixed fee based on scope and complexity
$0 - $3,000,000: 1.00% annually $3,000,000 - $5,000,000: 0.75% annually $5,000,000 - $20,000,000: 0.50% annually $20,000,000 - $30,000,000: 0.30% annually $30,000,000+: 0.25% annually
$350 per hour
20% of net realized profits for certain funds managed (e.g., ClearPath Special Opportunities Fund 2017, LP and ClearPath Opportunities Fund, LLC)
Account minimum: $100,000
Main office
See officeMenlo Park CA
Advisors at this office
1
Offices (3)
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Paul B
Series 63, Series 65
Carnelian Bay, CA
ClearPath Capital Partners LLC
Paul Boyd is a financial advisor at ClearPath Capital Partners LLC with 38 years of industry experience. He has been with ClearPath since 1996 and holds Series 63 and Series 65 licenses. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations, endowments, and donor-advised funds. The firm employs a research-intensive, tactical asset allocation approach and operates private funds focused on later-stage technology and technology-enabled companies.
Nathaniel L
Series 63, Series 65
Menlo Park, CA
ClearPath Capital Partners LLC
Nathaniel Lane is a financial advisor at ClearPath Capital Partners LLC with 38 years of industry experience. He has been with ClearPath since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a member of ClearPath Opportunities Fund, LLC, a pooled investment vehicle established in 2021. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations and endowments. The firm employs a research-intensive, tactical asset allocation approach and manages private funds focused on later-stage technology companies.
Troy L
Series 63, Series 65
Keller, TX
ClearPath Capital Partners LLC
Troy Larson is a financial advisor at ClearPath Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ClearPath Capital Partners since 1998. Mr. Larson is also a member of ClearPath Opportunities Fund, LLC, a pooled investment vehicle formed in 2021, in which he spends a minimal amount of time. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations, endowments, and donor-advised funds. The firm employs a research-intensive, tactical asset allocation approach and sponsors private funds focused on later-stage technology and technology-enabled companies.
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