Clearpath Wealth Management LLC

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Assets, Funds, Holdings

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Clearpath Wealth Management LLC
CRD #146119
SEC #801-68715
CIK #
AUM
Employees
Phone401-808-0383
Address170 Westminster Street
Providence, RI 02906
Source [IAPD] [Website]
Total AUM ($M)
806448321602007201220182024
Type Form D Funds Date Sold ($M) AUM ($M)
PE Clearpath Multi-Strategy Fund III LP [2012-03-30] 45.3 33.1
PE Clearpath Multi-Strategy Fund II LP [2012-03-30] 0.7 0.5
PE Clearpath Multi-Strategy Fund I LP [2012-03-30] 32.0 17.6
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Patrick Churchville 7
Clearpath Wealth Management LLC 6
Clearpath Private Equity LLC 1
Clearpath Multi-Strategy Fund I LLC 1
Clearpath Healthcare Receivables Investments LLC 1
Clearpath Multi-Strategy I LLC 1
Clearpath Multi-Strategy II LLC 1
Clearpath Multi-Strategy III LLC 1
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