# ClearPath

ClearPath is a Multi Family Office based in Menlo Park, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Menlo Park, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** clearpathcapital.com
- **LinkedIn:** https://www.linkedin.com/company/mja

## About

ClearPath is an SEC-registered investment adviser in Menlo Park, CA, registered since 2013. The firm manages approximately $161 million in regulatory assets. It has 5 employees and 3 investment advisers.

## Offices

- Boston, MA
- San Rafael, CA
- Jackson, WY
- Los Altos, CA

## Questions

### What type of clients does ClearPath specifically serve?

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.

### Does ClearPath manage direct investments or operate as a fund-of-funds?

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.

### How does ClearPath handle concentrated equity positions for founders?

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.

### Is ClearPath a single-family office or a multi-family office?

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.

### Where does ClearPath maintain offices?

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.

## Related profiles

- [tms](https://altss.com/profile/the-marketing-store)
- [Hamrar Capital Partners](https://altss.com/profile/hamrar-capital-partners)

---

Last updated: 2026-07-06T01:24:14.225Z

Canonical page: https://altss.com/profile/clearpath

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology