Investment adviser · CRD 145041

NEW PATH CAPITAL ADVISORS

Investment adviser filing (IA)

DILLON, CO, United States · Form ADV filed Mar 24, 2015

Regulatory AUM
$31M
Form ADV · Item 5.F
Client accounts
191
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 24, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

325 LAKE DILLON DRIVE, SUITE 208
DILLON, CO, 80435, United States

CRD 145041

Filing source

Form ADV 897485 · Mar 24, 2015 · 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.