ClearPath

ClearPath concentrates on venture capital and private equity partners, as well as entrepreneurs whose wealth is largely tied to illiquid company stock. The firm's services are designed around the specific planning needs of individuals holding concentrated equity positions, from understanding equity compensation to navigating post-exit financial complexity.

ClearPath's public materials describe a process of financial analysis, asset allocation, and investment selection, but do not disclose whether the firm employs a direct-investment model, a fund-of-funds approach, or a mix. The firm focuses on integrating investment management with wealth planning rather than promoting a specific fund structure.

The firm dedicates specific planning resources to owning private equity positions and managing equity compensation. ClearPath addresses the full life cycle of concentrated stock — from pre-liquidity planning and risk analysis to post-exit asset-allocation strategy — treating the position as a foundational component of the client's financial plan rather than a single diversification event.

ClearPath functions as a multi-family office, serving multiple wealthy families and individuals. Its model is not anchored to a single founding fortune but instead built to serve a client base with similar wealth profiles, primarily drawn from the venture capital and technology sectors.

ClearPath lists offices in San Francisco, Boston, San Rafael, Jackson, and Los Altos. This geographic spread places the firm in close proximity to major US innovation ecosystems and the lifestyle locations its entrepreneur and investor clients frequent.