Clearpath Capital Partners Llc
- Regulatory AUM
- $161M
- Discretionary
- $161M
- Clients
- 61
- Avg AUM / client
- $2.6M
- Accounts
- 236
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $4.2M | 2.59% |
| High net worth individuals | 50 | $156M | 96.7% |
| Pooled investment vehicles (non-investment companies) | 2 | $1.1M | 0.69% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Clearpath Opportunities Fund, Llc feeder | Private Equity Fund | Delaware | $1.0M | 8 |
| Clearpath Special Opportunities Fund 2017, Lp | Private Equity Fund | Delaware | $256K | 10 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nathaniel Richard Lane | Managing Member/Director Of Client Relations/Chief Compliance Officer | Aug 1998 (28y) | 50% – 75% | |
| Troy Steven Larson | Managing Member/Director Of Marketing | Jan 2002 (25y) | 50% – 75% | |
| Paul James Boyd | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $1.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Clearpath Opportunities Fund, Llc | Private Equity Fund | $1.0M | $25.0K | 8 |
| Clearpath Special Opportunities Fund 2017, Lp | Private Equity Fund | $256K | $25.0K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $137M (85% of AUM) Apr 2026
- Hsbc Bank Usa, N.A. $44.3M (14% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗