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Gold Path Investment Group

Gold Path Investment Group, LLC is an investment advisory firm that provides wealth management and financial planning services. It works with business owners,...

Gold Path Investment Group

Gold Path Investment Group, LLC is an investment advisory firm that provides wealth management and financial planning services. It works with business owners, corporate professionals, immigrants, healthcare professionals, and other high net-worth individuals to help them realize short and long-term financial goals. Every client relationship is based on the principles of integrity, respect, and collaboration.

General information

Firm type

RIA

Year founded

2023

Principals

Kunal Gupta

CFA — CEO and Founder

Trisha Nagre — Director

Data Analytics Strategy

Harshil Agrawala — Director

Business Strategy

Paul McCandlish — Business Development Intern

Frequently asked questions

How does Gold Path Investment Group source proprietary deal flow?

Gold Path Investment Group has no publicly available description of its deal sourcing model. It is not known whether the firm relies on direct origination, co-investment networks, fund commitments, or intermediary introductions. The absence of any website or media presence means its sourcing strategy cannot be evaluated from public sources.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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