|
⚲
|
| Clearpath Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 111756 |
| SEC # | 801-78763 |
| CIK # | |
| AUM | $328.1 MM (2022-11-04) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 415-682-6900 |
| Address | 222 Front Street, 3rd Floor San Francisco, CA 94111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Clearpath Opportunities Fund LLC | [2022-07-27] | 1.0 | 1.0 |
| PE | Clearpath Special Opportunities Fund 2017 LP | [2018-04-04] | 2.1 | 0.9 |
| PE | Clearpath Capital Strategic Opportunities LP Series 1 | [2016-03-31] | 0.6 | 0.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 6.8 |
| (b) Individuals (high net worth individuals) | 75 | 320.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 285 | 328.1 |
| By Discretionary | ||
| Discretionary | 277 | 242.2 |
| Non-Discretionary | 8 | 85.9 |
| Total | 285 | 328.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 71.7 | |
| United States Persons | 256.4 | |
| Total | 285 | 328.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Paul Boyd | 7 | ||
| Troy Larson | 3 | ||
| Nathaniel Lane | 3 | ||
| Clearpath Capital Partners LLC | 2 | ||
| NA Clearpath Capital Partners LLC | 1 | ||
| Brendan Connaughton | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Orchard Capital Management LLC
✚
|
IL | 0.4 |
|
TSP Capital Management Group LLC
✚
|
NJ | 0.4 |
|
Your Advocates Ltd LLP
✚
|
TX | 0.3 |
|
Weathervane Asset Management LLC
✚
|
FL | 0.3 |
|
Brownlie & Braden Advisors LLC
✚
|
TX | 0.3 |
|
ATON Financial LLC
✚
|
PR | 0.3 |
|
McNally Advisors LLC
✚
|
IL | 0.3 |
|
Clarity Capital Partners LLC
✚
|
CA | 0.3 |
|
LBJ Family Wealth Advisors Ltd
✚
|
TX | 0.3 |
|
Adalta Capital Management LLC
✚
|
NY | 0.3 |