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).

Current Firm Details
222 Front Street, 3rd Floor, San Francisco, CA 94111
http://www.clearpathcapital.com
By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $772,291
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, VA, WA

Financial Advisors at Clearpath Capital Partners LLC
Showing 1 - 9 of 9 top financial advisors.
1
Brendan Connaughton, financial advisor San Francisco CA
Brendan D. Connaughton
CRD#: 1602941
222 Front Street, 3rd Floor, San Francisco, CA 94111
93
Wealthminder
score

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.

2
John Dodd, financial advisor San Francisco CA
John B. Dodd
CRD#: 6108349
222 Front Street, 3rd Floor, San Francisco, CA 94111
93
Wealthminder
score

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.

3
Stanley Himeno Okamoto, financial advisor San Francisco CA
Stanley K. Himeno Okamoto
CRD#: 6322601
222 Front Street, 3rd Floor, San Francisco, CA 94111
90
Wealthminder
score

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.

4
Mitchell Sands, financial advisor San Francisco CA
Mitchell L. Sands
CRD#: 6387248
222 Front Street, 3rd Floor, San Francisco, CA 94111
90
Wealthminder
score

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.

5
Bryan Wilson, financial advisor San Francisco CA
Bryan D. Wilson
CRD#: 6617178
222 Front Street, 3rd Floor, San Francisco, CA 94111
90
Wealthminder
score

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.

6
Simon Tryzna, financial advisor San Francisco CA
Simon A. Tryzna
CRD#: 6279731
222 Front Street, 3rd Floor, San Francisco, CA 94111
87
Wealthminder
score

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.

7
Paul Boyd, financial advisor San Francisco CA
Paul J. Boyd
CRD#: 1745529
222 Front Street, 3rd Floor, San Francisco, CA 94111
83
Wealthminder
score

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.

8
Nathaniel Lane, financial advisor San Francisco CA
Nathaniel R. Lane
CRD#: 1727948
222 Front Street, 3rd Floor, San Francisco, CA 94111
83
Wealthminder
score

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.

9
Troy Larson, financial advisor San Francisco CA
Troy S. Larson
CRD#: 2977125
222 Front Street, 3rd Floor, San Francisco, CA 94111
73
Wealthminder
score

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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