A complete list of active advisors currently associated with ClearPath Capital Partners LLC
Warmer can help you find a great advisor at ClearPath Capital Partners LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at ClearPath Capital Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Carnelian Bay, CA
| 38
| |
Menlo Park, CA
| 38
| |
Keller, TX
| 16
|
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