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).

Current Firm Details
222 Front Street, 3rd Floor, San Francisco, CA 94111
http://www.clearpathcapital.com
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 Boyd, financial advisor San Francisco CA
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 Lane, financial advisor San Francisco CA
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 Larson, financial advisor San Francisco CA
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 Tryzna, financial advisor San Francisco CA
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.

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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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