{"url":"https://nivawealth.com/firms/clearpath-capital-partners-111756","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111756","regulatoryAum":161282531,"crd":"111756","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1745529","suffix":null,"lastName":"BOYD","firstName":"PAUL","middleName":"JAMES"},{"crd":"1727948","suffix":null,"lastName":"LANE","firstName":"NATHANIEL","middleName":"RICHARD"},{"crd":"2977125","suffix":null,"lastName":"LARSON","firstName":"TROY","middleName":"STEVEN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":325226966,"clients":89,"employees":5,"offices":1},{"filedOn":"2022-07-27","regulatoryAum":328101812,"clients":89,"employees":4,"offices":1},{"filedOn":"2023-07-05","regulatoryAum":175983413,"clients":86,"employees":4,"offices":3},{"filedOn":"2024-05-05","regulatoryAum":146573794,"clients":79,"employees":5,"offices":3},{"filedOn":"2025-06-25","regulatoryAum":158716225,"clients":62,"employees":5,"offices":3},{"filedOn":"2026-04-01","regulatoryAum":161282531,"clients":61,"employees":5,"offices":4}],"secFileNumber":"801-78763","legalName":"Clearpath Capital Partners LLC","displayName":"ClearPath Capital Partners","slug":"clearpath-capital-partners-111756","website":"https://clearpathcapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/111756/729a1aa5dfe62ea2-r1.webp","tone":"dark","width":716,"height":200,"sourceUrl":"https://clearpathcapital.com/","sourceLabel":"Clearpath Capital Partners LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/2227814/","founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"80 Willow Road","city":"Menlo Park","state":"CA","stateName":"California","country":"United States","postalCode":"94025"},"tradeNames":[],"registration":{"secApproved":"7 November 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2714703.915254237,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":161282531,"discretionary":161282531,"discretionaryAccounts":236,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":2,"nonAumClients":10},"clientTypes":[{"label":"Individuals (other than HNW)","clients":9,"regulatoryAum":4172563},{"label":"High-net-worth individuals","clients":50,"regulatoryAum":155994968},{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":1115000}],"feePrograms":[{"role":"main","program":"Advisory fee schedules","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040007","versionId":1040007,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-04-01","documentName":"DISCLOSURE DOCUMENT FOR ALL CLIENTS","fee_rate_low":0.25,"fee_rate_high":1,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Financial planning and financial consulting are offered for $350 per hour, or for a fixed fee negotiated upfront based on scope.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040007","versionId":1040007,"submittedOn":"2026-04-01","documentName":"DISCLOSURE DOCUMENT FOR ALL CLIENTS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:11:22.070246+00:00","documents":[{"name":"DISCLOSURE DOCUMENT FOR ALL CLIENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040007","versionId":1040007,"submittedOn":"2026-04-01"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":136572823}],"custodyNote":"ClearPath Capital Partners has custody of $64.7M in client assets for 34 clients.","otherCustodians":[],"leadership":[{"name":"Nathaniel Lane","title":"Managing Member/Director of Client Relations/Chief Compliance Officer","crd":"1727948"}],"ownership":[{"label":"Nathaniel Lane","detail":"Managing member/director of client relations/chief compliance officer in the 75% or more ownership band and a control person, since August 1998."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":3},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"80 Willow Road","city":"Menlo Park","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-682-6900","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":11},{"label":"Securities issued by registered investment companies or business development companies","percent":85},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":2},"sources":{"adv1FilingDate":"1 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111756/PDF/111756.pdf","brochureDate":"1 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040007","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does ClearPath Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does ClearPath Capital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does ClearPath Capital Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does ClearPath Capital Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does ClearPath Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does ClearPath Capital Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns ClearPath Capital Partners?","answer":"ClearPath Capital Partners’ direct owner is Nathaniel Lane (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does ClearPath Capital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact ClearPath Capital Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}