Clearpath Capital Partners LLC
Clearpath Capital Partners LLC (CRD# 111756) is a financial advisory firm headquartered in San Francisco, CA. They manage $261,034,333 in 338 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management261MILLION
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Total Number of Accounts338ACCOUNTS
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Average Account Value$772,291
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

CA, VA, WA
Brendan Connaughton (CRD# 1602941) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 30 years of experience in the finance industry.
John Dodd (CRD# 6108349) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 6 years of experience in the finance industry.
Stanley Himeno Okamoto (CRD# 6322601) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
Mitchell Sands (CRD# 6387248) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
Bryan Wilson (CRD# 6617178) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
Simon Tryzna (CRD# 6279731) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Paul Boyd (CRD# 1745529) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 30 years of experience in the finance industry.
Nathaniel Lane (CRD# 1727948) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 30 years of experience in the finance industry.
Troy Larson (CRD# 2977125) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 20 years of experience in the finance industry.