The CLEARPATH CAPITAL PARTNERS is a privately held investment adviser that advises $161.28mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. CLEARPATH CAPITAL PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 50.41% over the last 5-years.
The Group has been registered with the SEC for 12.74 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 80 WILLOW ROAD, MENLO PARK, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $161.28mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $155.99mn or 96.72% of Total Assets and Individuals own $4.17mn or 2.59% of Total Assets.
The Group's top investment strategies include Traditional LBO and Multi Strat, representing 91.03% and 8.97% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
CLEARPATH CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.