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- Custodian
- Charles Schwab & Company · JP Morgan · UBS
- Clients
- Retail and Institutional
- Platforms
- HarborZenith +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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 |
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Separately Managed Accounts
Total SMA Asset: $160,167,531
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $215,019,974 | 12.6% |
| Equity - Exchange | $558,028,027 | 32.7% |
| Cash | $933,459,726 | 54.7% |
| Total | $1,706,507,727 | 100.0% |