# ClearPath Capital Partners

ClearPath Capital Partners is a Bank / Wealth / Trust based in Menlo Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Menlo Park, United States
- **Region:** North America
- **Address:** Stanford, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** clearpathcapital.com
- **LinkedIn:** https://www.linkedin.com/company/clearpath-capital-partners

## Regulatory record

- **CRD number:** 111756
- **SEC file number:** 801-78763
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111756

## About

ClearPath Capital Partners was established in 1999 as a wealth manager. The firm supplies investment advisory services that include financial planning, wealth planning, and portfolio management. It serves high-net-worth individuals, charitable organizations, and families. No additional offices, team size, or dated operational events from the last 24 months appear in available sources.

## Questions

### Who runs investment decisions at ClearPath Capital Partners?

No named principals or investment decision makers are disclosed in available sources.

### What services does ClearPath Capital Partners provide?

The firm provides investment advisory services including financial planning, wealth planning, and portfolio management.

### Which clients does ClearPath Capital Partners serve?

Clients include high-net-worth individuals, charitable organizations, and families.

## Related profiles

- [ClearLight Partners](https://altss.com/profile/clearlight-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/clearpath-capital-partners

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