{"url":"https://nivawealth.com/firms/path-capital-partners-335156","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/335156","regulatoryAum":169002642,"crd":"335156","secFileNumber":"801-136869","legalName":"Path Capital Partners, LLC","displayName":"Path Capital Partners","slug":"path-capital-partners-335156","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3323 Ne 163rd Street, Suite 402","city":"North Miami Beach","state":"FL","stateName":"Florida","country":"United States","postalCode":"33160"},"tradeNames":[],"registration":{"secApproved":"23 July 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":169002642,"discretionary":169002642,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":7,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":169002642}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Path Capital Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Aaron Newman","title":"Chief Compliance Officer","crd":"8302514"},{"name":"Eugene Frenkel","title":"Owner","crd":"7787067"},{"name":"Jason Hathaway","title":"Owner","crd":"5001545"},{"name":"HunMi Pak","title":"Owner","crd":"7936486"}],"ownership":[{"label":"Eugene Frenkel","detail":"Owner in the 25% to 50% ownership band and a control person, since February 2025."},{"label":"Jason Hathaway","detail":"Owner in the 25% to 50% ownership band and a control person, since February 2025."},{"label":"HunMi Pak","detail":"Owner in the 25% to 50% ownership band and a control person, since February 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"3323 Ne 163rd Street, Suite 402","city":"North Miami Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"305-808-6140","stateRegisteredReps":1,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"26 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/335156/PDF/335156.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Path Capital Partners have?","answer":"Path Capital Partners has 3 clients and manages $169 million for them, as of June 2026. They include 3 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Path Capital Partners offer?","answer":"Path Capital Partners provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Path Capital Partners have?","answer":"Path Capital Partners has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 2 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":"Who owns Path Capital Partners?","answer":"Path Capital Partners’ direct owners are Eugene Frenkel, Jason Hathaway and HunMi Pak, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 26 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Path Capital Partners get paid?","answer":"Path Capital Partners is paid through a percentage of assets under management 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 Path Capital Partners?","answer":"Path Capital Partners’ main office is at 3323 Ne 163rd Street, Suite 402, North Miami Beach, FL 33160. Its phone number is 305-808-6140.","source":"Form ADV Part 1A, Item 1.F, filed 26 June 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."}