Nathaniel Lane has been Managing Member/Director of Client Relations/Chief Compliance Officer of ClearPath Capital Partners since August 1998, is a control person of the firm and directly owns 75% or more of it.
Clearpath Capital Partners LLC is a Menlo Park, CA firm with $161M under management, 61 clients and 3 advisers across 4 offices, as of its April 2026 filing.
Nathaniel Lane is Managing Partner and CIO of ClearPath Capital Partners LLC, based in Menlo Park, California. He manages the firm's investment style and strategies and works directly with clients on the wealth management process. He is a co-founder of ClearPath and began his career as a stockbroker at Sherwood Capital in 1987, later spending numerous years with Shearson Lehman and Smith Barney as a financial advisor on Sand Hill Road.
- – present · 27 yearsMenlo Park, CA · Adviser representative · Firm CRD 111756
Investment adviser representative registrations
Nathaniel Lane is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 1999; the most recent is Texas, in October 2018.
- CaliforniaSince 30 August 1999
- TexasResidentSince 29 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 June 1999 |
| Series 24 | General Securities Principal Examination | 5 April 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 February 1988 |
| Series 7 | General Securities Representative Examination | 19 September 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathaniel Richard Lane
- CRD
- 1727948
- Firm
- ClearPath Capital Partners · CRD 111756
- Role
- Managing Member/Director of Client Relations/Chief Compliance Officer
- Office
- Menlo Park, CA
- Registration
- Investment adviser registration
- In the industry since
- November 1987
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clearpathcapital.com
Where does Nathaniel Lane work?
Nathaniel Lane has been Managing Member/Director of Client Relations/Chief Compliance Officer of Clearpath Capital Partners LLC since August 1998, and is a control person of the firm.
Is Nathaniel Lane a financial advisor?
Yes. Nathaniel Lane has a current investment-adviser registration in California and Texas, through ClearPath Capital Partners since August 1999.
How many years of experience does Nathaniel Lane have?
Nathaniel Lane has 38 years in the financial industry, since November 1987, across 1 adviser firm.
What exams has Nathaniel Lane passed?
Nathaniel Lane has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in September 1987.
Where is Nathaniel Lane based?
Nathaniel Lane’s registered office is in Menlo Park, CA.
Is Nathaniel Lane registered with FINRA?
No. Nathaniel Lane has no current broker registration.
How can I verify Nathaniel Lane’s record?
Search CRD 1727948 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathaniel Lane’s full registration record.