Clearpath Capital Partners LLC

Clearpath Capital Partners LLC (CRD# 111756) is a financial advisory firm headquartered in San Francisco, CA. They manage $325,226,966 in 285 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    325
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $1,141,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, VA, WA

Financial Advisors at Clearpath Capital Partners LLC
Showing 1 - 4 of 4 top financial advisors.
1
Paul J. Boyd
CRD#: 1745529
222 Front Street, 3rd Floor, San Francisco, CA 94111

Paul Boyd (CRD# 1745529) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 33 years of experience in the finance industry.

2
Nathaniel R. Lane
CRD#: 1727948
222 Front Street, 3rd Floor, San Francisco, CA 94111

Nathaniel Lane (CRD# 1727948) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 33 years of experience in the finance industry.

3
Troy S. Larson
CRD#: 2977125
222 Front Street, 3rd Floor, San Francisco, CA 94111

Troy Larson (CRD# 2977125) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

4
Simon A. Tryzna
CRD#: 6279731
222 Front Street, 3rd Floor, San Francisco, CA 94111

Simon Tryzna (CRD# 6279731) 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.

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