Bluepath Capital Management LLC

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Assets, Funds, Holdings

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Bluepath Capital Management LLC
CRD #282635
SEC #801-122063
CIK #0001911391
AUM $203.1 MM (2024-08-23)
Employees 14 (43% Investors, 14% Brokers)
Phone404-890-5606
Address218 Roswell St NE
Marietta, GA 30060
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($MM)
2502001501005002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AFL 36,008.8 6.7
MSFT 1,918,222.4 4.0
TSLA 723,390.3 3.1
AMZN 1,092,997.8 3.1
NVDA 399,550.0 3.0
AAPL 2,382,844.0 3.0
HD 277,648.0 2.9
COST 207,576.9 2.7
XOM 385,508.3 2.7
META 434,852.0 1.9
View All
Holdings by Sector ($MM)
15012090603002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 495 86.7
(b) Individuals (high net worth individuals) 65 61.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 55.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,473 203.1
By Discretionary
Discretionary 1,473 203.1
Non-Discretionary 0 0.0
Total 1,473 203.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 203.1
Total 1,473 203.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001911391]
Comparable Firms State AUM ($BB)
Cimarron Wealth Management Inc
CO 0.2
CGI Plan Advisors Inc
PA 0.2
PFG Private Wealth Management LLC
FL 0.2
One Advisory Partners LLC
KS 0.2
O'Connor Financial Group LLC
IL 0.2
Voyager Capital Management LLC
WI 0.2
Olistico Wealth LLC
OK 0.2
New Century Financial Group LLC
NJ 0.2
Avery Wealth Inc
MI 0.2
Tricord Advisors Inc
CA 0.2
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