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CLEARPATH CAPITAL PARTNERS LLC

MENLO PARK, CA · CRD 111756 · IAPD ↗ · (415) 682-6900

$161.3MRegulatory AUM
3Advisory reps
5Employees
10Clients
1-10Planning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CLEARPATH CAPITAL PARTNERS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.