CRD: 111756
Clearpath Capital Partners LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Jefferson National Securities · JP Morgan · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-30-1999
- Office Locations
- 3
Office Locations
About Clearpath Capital Partners LLC
Clearpath Capital Partners is an independent wealth management firm serving entrepreneurs, founders, and tech executives in the Bay Area and nationwide. The team provides investment management and strategic wealth planning, with planning support around equity compensation, venture/PE partner considerations, and private equity ownership. Known for a collaborative, high-touch approach tailored to complex balance sheets.
Reported data analysis
What the numbers show
Between June 25, 2025 and April 1, 2026, reported AUM increased 1.6%, from $158.7M to $161.3M.
Across 5 reported observations, AUM decreased 50.8% between November 4, 2022 and April 1, 2026, from $328.1M to $161.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 71 clients, or 23.7 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 3 reported office locations and 27 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Clearpath Capital Partners LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Clearpath Capital Partners LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NATHANIEL RICHARD LANE
Chief Compliance Officer, Director Of Client Relations, Managing Member, Partner
- CRD
- #1727948
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
PAUL JAMES BOYD
Founder
- CRD
- #1745529
TROY STEVEN LARSON
Partner
- CRD
- #2977125
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,282,531 | $683,401 |
| Non-Discretionary | $0 | -- |
| Total | $161,282,531 | $683,401 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Clearpath Capital Partners LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.