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Building 2CLEARPATH CAPITAL PARTNERS LLC

Map pinMENLO PARK, CA
Phone(415) 682-6900
NotebookSEC #801-78763
Total AUM
$161.3M
Employees
5
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 WILLOW ROAD
MENLO PARK
CA 94025
United States
Operating Hours
9:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(415) 682-6900
Other Offices
3

ReceiptFinancials

Total AUM
$161.3M
Accounts
236
Discretionary
$161.3M
Accounts
236
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$4.2M
HNW Individual Clients
50
AUM
$156M
Pooled Vehicle Clients
2
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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