← Tributary

PATH CAPITAL PARTNERS, LLC

NORTH MIAMI BEACH, FL · CRD 335156 · IAPD ↗ · 305-808-6140

$169.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2026 — PATH CAPITAL PARTNERS, LLC (NORTH MIAMI BEACH, FL) is newly SEC-registered with $169.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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