{ "crd_number": 111756, "slug": "clearpath-capital-partners-llc-menlo-park-ca-111756", "primary_business_name": "CLEARPATH CAPITAL PARTNERS LLC", "legal_name": "CLEARPATH CAPITAL PARTNERS LLC", "dbas": [], "city": "Menlo Park", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2013-11-07", "years_registered": 12, "period": "2026-10-01", "filing_date": "2026-04-01", "carried_forward": false, "raum_total": 161282531.0, "raum_discretionary": 161282531.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 5, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 4172563.0, "count": 9 }, "high_net_worth_individuals": { "raum": 155994968.0, "count": 50 }, "pooled_investment_vehicles": { "raum": 1115000.0, "count": 2 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "financial_planning", "other", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "TX" ], "websites": [ "https://clearpathcapital.com", "https://linkedin.com/company/2227814" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111756", "city_as_filed": "MENLO PARK", "url": "https://advisorcensus.com/firm/clearpath-capital-partners-llc-menlo-park-ca-111756", "display_name": "Clearpath Capital Partners LLC", "summary": "Clearpath Capital Partners LLC is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.", "citation": "AdvisorCensus. Clearpath Capital Partners LLC (CRD 111756): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "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" ], "quick_answers": [ { "q": "How is Clearpath Capital Partners LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Clearpath Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees." }, { "q": "Where is Clearpath Capital Partners LLC located?", "a": "Clearpath Capital Partners LLC's principal office is in Menlo Park, CA, according to its Form ADV." }, { "q": "Is Clearpath Capital Partners LLC registered with the SEC or a state?", "a": "Clearpath Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 111756." }, { "q": "How much does Clearpath Capital Partners LLC manage?", "a": "Clearpath Capital Partners LLC reports $161,282,531 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)." }, { "q": "How have Clearpath Capital Partners LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Clearpath Capital Partners LLC: Regulatory assets under management: $325,226,966 in the October 2021 data and $161,282,531 in the October 2026 data, down 50%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Clearpath Capital Partners LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (9); pooled investment vehicles (other than investment companies and business development companies) (2)." }, { "q": "Which custodians does Clearpath Capital Partners LLC use?", "a": "Clearpath Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Clearpath Capital Partners LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111756" }, { "q": "What changed in Clearpath Capital Partners LLC's recent Form ADV filings?", "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 325226966.0, "total_employees": 5, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 328101812.0, "total_employees": 4, "filing_date": "2022-08-03" }, { "period": "2023-10-01", "regulatory_assets_under_management": 175983413.0, "total_employees": 4, "filing_date": "2023-07-05" }, { "period": "2024-10-01", "regulatory_assets_under_management": 146573794.0, "total_employees": 5, "filing_date": "2024-05-05" }, { "period": "2025-10-01", "regulatory_assets_under_management": 158716225.0, "total_employees": 5, "filing_date": "2025-06-25" }, { "period": "2026-10-01", "regulatory_assets_under_management": 161282531.0, "total_employees": 5, "filing_date": "2026-04-01" } ], "recent_changes": [ { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/clearpath-capital-partners-llc-menlo-park-ca-111756.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 9, "fewer_than_5": false, "raum": 4172563.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 50, "fewer_than_5": false, "raum": 155994968.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 2, "fewer_than_5": false, "raum": 1115000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111756", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }