Investment adviser · CRD 111756

CLEARPATH CAPITAL PARTNERS LLC

Investment adviser filing (IA)

MENLO PARK, CA, United States · Form ADV filed Apr 1, 2026

Regulatory AUM
$161M
Form ADV · Item 5.F
Client accounts
236
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals50$155,994,96896.7%
Individuals9$4,172,5632.6%
Pooled investment vehicles2$1,115,0000.7%
Filing source

Form ADV 2091084 · Apr 1, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CLEARPATH SPECIAL OPPORTUNITIES FUND 2017, LPPrivate Equity Fund · Last reported Apr 1, 2026$100KGross asset value

Form D fundraising filings

ClearPath Special Opportunities Fund 2017, LP

Fund administrator KEITH CORBIN NEWPORT BEACH, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MICHEAL COGLIANESE CPA, P.C. CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION COLUMBUS, Ohio, United States Related to adviser: No
Custodian UBS FINANCIAL SERVICES INC. SAN DIEGO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MICHEAL COGLIANESE CPA, P.C.
PCAOB 3874

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

UBS FINANCIAL SERVICES INC.
SEC 8-16267

Fund details & source
Fund ID
805-5517845761
Reported beneficial owners
10
Minimum commitment
$25K
Form D file number
021-320460

Form ADV 2091084 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARPATH CAPITAL STRATEGIC OPPORTUNITIES L.P. (SERIES 1)Private Equity Fund · Last reported Jun 30, 2020$580KGross asset value

Form D fundraising filings

ClearPath Capital Strategic Opportunities L.P. Series 1

Fund administrator EARLY GROWTH FINANCIAL SERVICES SAN JOSE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SENSIBA SAN FILIPPO LLP PLEASANTON, California, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

SENSIBA SAN FILIPPO LLP
PCAOB 854

Fund details & source
Fund ID
805-8317967016
Reported beneficial owners
9
Minimum commitment
$250K
Form D file number
021-265045

Form ADV 1442326 · Jun 30, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 1, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

80 WILLOW ROAD
MENLO PARK, CA, 94025, United States

CRD 111756

Filing source

Form ADV 2091084 · Apr 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.