# Clearpath Capital Partners LLC

> 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.

- CRD: 111756
- Filed as: CLEARPATH CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111756
- AdvisorCensus page: https://advisorcensus.com/firm/clearpath-capital-partners-llc-menlo-park-ca-111756

## Quick answers

**How is Clearpath Capital Partners LLC compensated?**
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.

**How much does Clearpath Capital Partners LLC charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Hourly rate: $350 an hour (Financial Planning & Financial Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Clearpath Capital Partners LLC located?**
Clearpath Capital Partners LLC's principal office is in Menlo Park, CA, according to its Form ADV.

**Is Clearpath Capital Partners LLC registered with the SEC or a state?**
Clearpath Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 111756.

**How much does Clearpath Capital Partners LLC manage?**
Clearpath Capital Partners LLC reports $161,282,531 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Clearpath Capital Partners LLC's assets and staff changed since 2021?**
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.

**What types of clients does Clearpath Capital Partners LLC serve?**
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).

**Which custodians does Clearpath Capital Partners LLC use?**
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.

**Does Clearpath Capital Partners LLC report any disciplinary disclosures?**
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

**What changed in Clearpath Capital Partners LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Hourly rate: $350 an hour (Financial Planning & Financial Consulting)

> These services are offered for a fee of $350 per hour, or ClearPath will negotiate a fixed fee upfront with the client based on the scope and complexity of the services to be offered.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $161,282,531
- Discretionary: $161,282,531
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $4,172,563 |
| High net worth individuals | 50 | $155,994,968 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $1,115,000 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2013 (12 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearpathcapital.com
- LinkedIn @2227814

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $325,226,966 | 5 | March 31, 2021 |
| October 2022 | $328,101,812 | 4 | August 3, 2022 |
| October 2023 | $175,983,413 | 4 | July 5, 2023 |
| October 2024 | $146,573,794 | 5 | May 5, 2024 |
| October 2025 | $158,716,225 | 5 | June 25, 2025 |
| October 2026 | $161,282,531 | 5 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearpath Capital Partners LLC (CRD 111756): Form ADV filing data as of October 2026.