# Right Path Financial LLC

Right Path Financial LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** rightpathfi.com

## Regulatory record

- **CRD number:** 310268
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310268

## About

RIGHT PATH FINANCIAL LLC is a state-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Who runs investment decisions at Right Path Financial?

Right Path Financial does not publicly disclose the names of its investment principals. The firm's leadership structure is not detailed on its website or in public records. Allocation decisions are made internally by senior advisors.

### How does Right Path Financial source proprietary deal flow?

Right Path Financial does not engage in proprietary deal sourcing. The firm uses external managers and funds for investment implementation, focusing on manager selection and due diligence rather than direct origination.

### Does Right Path Financial participate in fund commitments or only direct deals?

Right Path Financial primarily participates through fund commitments to external managers. The firm does not pursue direct deals or co-investments, based on its publicly stated service model.

### What investment stages does Right Path Financial typically target?

Right Path Financial targets liquid and semi-liquid asset classes, including public equities and fixed income. The firm does not focus on venture capital or private equity at specific stages.

### Which sectors does Right Path Financial explicitly avoid?

Right Path Financial does not publicly disclose a list of avoided sectors. Given its reliance on external managers, sector exposure is determined by chosen fund strategies.

## Related profiles

- [Roundshield Advisors (UK) Limited](https://altss.com/profile/roundshield-advisors-uk-limited)
- [The Raffin Group](https://altss.com/profile/the-raffin-group-llc)

---

Last updated: 2026-07-11T12:32:14.000Z

Canonical page: https://altss.com/profile/right-path-financial-llc

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