9AT: CLEARPATH CAPITAL PARTNERS LLC

other names

CLEARPATH CAPITAL PARTNERS LLC

Adviser Profile

As of Date	06/25/2025
Adviser Type - Large advisory firm
Number of Employees	5 25%
of those in investment advisory functions	3
Registration	SEC, Approved, 11/07/2013
Other registrations (1)	California, Terminated, 12/18/2013

AUM^*	158,716,225 -10%
of that, discretionary	158,716,225 -10%
Private Fund GAV^*	160,944 -37%
Avg Account Size	675,388 4%
% High Net Worth	82.26% -6%
SMA’s	Yes
Private Funds	2
Contact Info	(41 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count2	GAV$160,944

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund177.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV177.6m	AUM177.6m	#Funds1
Adviser PRESTIGE WEALTHWIDE, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM207.1m	#Funds-
Adviser POST CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund176.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV176.6m	AUM176.6m	#Funds4
Adviser TRUELINK CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.8b	AUM1.8b	#Funds12
Adviser KELSON ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund226.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV226.5m	AUM226.5m	#Funds21
Adviser PGP ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund166.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV166.3m	AUM166.3m	#Funds1
Adviser BANGTAIL MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM156.7m	#Funds-
Adviser CW INDUSTRIAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund293.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV293.4m	AUM293.4m	#Funds5
Adviser TACTICAL INFRASTRUCTURE PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund182.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV182.4m	AUM182.4m	#Funds7
Adviser JORDANELLE CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund53.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV53.8m	AUM202.6m	#Funds3

Brochure Summary

Overview

Who we are ClearPath Capital Partners LLC (referred to as “we,” “our,” “us,” or “ClearPath”), has been registered as an investment advisor since August 1999. Our principals are Nathaniel Lane and Troy Larson.
Services we offer We provide Financial Advisory and Investment Management Services with an active investment management approach. This is accomplished by investing among diversified asset classes that we believe to be selling at substantial discounts to their fair value. We do this by identifying money managers who can deliver superior long-term performance.
ClearPath delivers a written summary of the personal wealth strategies and required implementation steps specific to the achievement of each client's specific goals. Clients may impose restrictions on the investments made in their account.
ClearPath provides Financial Planning services. Financial plans may be either a comprehensive review of the client’s financial goals as a whole, or a targeted review of specific topics of concern. In addition, ClearPath offers assistance with financial matters that may come up on an as-needed basis.
ClearPath Special Opportunities Fund 2017, LP ClearPath acts as the general partner to ClearPath Special Opportunities Fund 2017, LP.
ClearPath Special Opportunities Fund 2017,

LP invests directly or indirectly in common and preferred stock (or securities convertible into common stock) of select technology or technology enabled companies, usually later-stage companies that are generating meaningful revenue and that either are profitable, or have reasonable plans to achieve profitability, and eventually exit. The Fund’s portfolio is expected to include investments in Airbnb, Inc., Lyft, Inc., Palantir Technologies, Inc. and Space Exploration Technologies Corp., among others.
ClearPath Opportunities Fund, LLC ClearPath acts as the manager of ClearPath Opportunities Fund, LLC, a private fund formed to invest in emerging companies through investment vehicles managed by other investment advisers. Each of the investments in different companies, or a set of companies, will be treated as a different series of ClearPath Opportunities Fund, LLC (the “Series”).
ClearPath Special Opportunities Fund 2017, LP and ClearPath Opportunities Fund, LLC will be referred to, in other parts of this Part 2 as (the “Partnerships” or the “Funds”).
Assets under management As of March 15, 2024, we manage assets of $146.4 million on a discretionary basis and we don’t manage assets on a non-discretionary basis. In addition, we have $54.9 million in assets under advisement.

CLEARPATH CAPITAL PARTNERS LLC

Adviser Profile

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