ClearPath Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 2 private funds.
ClearPath Capital Partners reports 61 clients. They include 50 high-net-worth individuals, 9 individual clients and 2 pooled investment vehicles. Of its assets, 100.0% ($161M across 236 accounts) are managed with discretion. Of its clients, 2% are outside the U.S. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 15% | 3% |
| High-net-worth individuals | 82% | 97% |
| Pooled investment vehicles | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 9 | $4.17M | 2.6% | $464K |
| High-net-worth individuals | 50 | $156M | 96.7% | $3.12M |
| Pooled investment vehicles | 2 | $1.12M | 0.7% | $558K |
| Total | 61 | $161M | 100% | $2.64M |
- Clients
- 9
- Regulatory AUM
- $4.17M
- AUM share
- 2.6%
- Avg. per client
- $464K
- Clients
- 50
- Regulatory AUM
- $156M
- AUM share
- 96.7%
- Avg. per client
- $3.12M
- Clients
- 2
- Regulatory AUM
- $1.12M
- AUM share
- 0.7%
- Avg. per client
- $558K
Total
- Clients
- 61
- Regulatory AUM
- $161M
- AUM share
- 100%
- Avg. per client
- $2.64M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 1–10
ClearPath Capital Partners charges 0.25%–1.00% a year for its Advisory fee schedules. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and financial consulting are offered for $350 per hour, or for a fixed fee negotiated upfront based on scope.
Nathaniel Lane owns 75% or more of ClearPath Capital Partners. The leadership team of ClearPath Capital Partners includes Chief Compliance Officer Nathaniel Lane. It has 5 employees, 3 of them in advisory roles.
Leadership
Nathaniel LaneManaging Member/Director of Client Relations/Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Clearpath Capital Partners LLC
Nathaniel Lane
Control person · since August 1998
ClearPath Capital Partners’ regulatory assets fell from $325M (March 2021) to $161M (April 2026); clients fell from 89 to 61 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $161M | 61 | 5 | 4 |
| June 2025 | $159M | 62 | 5 | 3 |
| May 2024 | $147M | 79 | 5 | 3 |
| July 2023 | $176M | 86 | 4 | 3 |
| July 2022 | $328M | 89 | 4 | 1 |
| March 2021 | $325M | 89 | 5 | 1 |
Besides its headquarters, ClearPath Capital Partners has 3 offices (3 private residences, listed without an address), with 1 listed address in California.
California · 1 listed address
- 80 Willow Road, Menlo ParkHQ
Contact and registration details
- Legal name
- Clearpath Capital Partners LLC
- Headquarters
- 80 Willow Road, Menlo Park, CA 94025
- Website
- clearpathcapital.com
- Phone
- 415-682-6900
- @2227814
- SEC file
- 801-78763
- Structure
- California LLC
- Fiscal year end
- December
ClearPath Capital Partners uses Charles Schwab ($137M) as custodian for its separately managed accounts. ClearPath Capital Partners has custody of $64.7M in client assets for 34 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $137M100%
At year end, ClearPath Capital Partners’ separately managed accounts were mostly in funds (85%) and stocks (11%).
What the accounts hold
- Stocks11%
- Funds85%
- Cash4%
How many clients does ClearPath Capital Partners have?
ClearPath Capital Partners has 61 clients and manages $161 million for them, as of April 2026. They include 50 high-net-worth individuals, 9 individual clients and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does ClearPath Capital Partners offer?
ClearPath Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does ClearPath Capital Partners charge?
ClearPath Capital Partners charges 0.25%–1.00% a year for its Advisory fee schedules.
Source: DISCLOSURE DOCUMENT FOR ALL CLIENTS, filed 1 April 2026
Which custodians does ClearPath Capital Partners use?
ClearPath Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $137M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does ClearPath Capital Partners have?
ClearPath Capital Partners has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does ClearPath Capital Partners invest in?
At the end of its last fiscal year, ClearPath Capital Partners’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities and 4% cash and equivalents. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ClearPath Capital Partners?
ClearPath Capital Partners’ direct owner is Nathaniel Lane (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does ClearPath Capital Partners get paid?
ClearPath Capital Partners is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact ClearPath Capital Partners?
ClearPath Capital Partners’ main office is at 80 Willow Road, Menlo Park, CA 94025. Its phone number is 415-682-6900. Its website is clearpathcapital.com.