DFX Intelligence

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CLEARPATH WEALTH MANAGEMENT, LLC

CRD 146119

PROVIDENCE, RI

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Search this name across graphsid dfx:ria:08ce30ae-8540-816f-95a5-97477c760fda

Data as of Sep 18, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Sep 18, 2012
4 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Clearpath Wealth Management, LLC

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $71.7MItem 5.F on the latest filing (2012-09-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $71.7M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 368
Private funds: 3Schedule D 7.B(1)
Private fund GAV: $51.2Mgross asset value as reported per fund; never fund size
Custody, client assets: $0
SEC number: 801-68715
CRD: 146119
Filings on the tape: 4
First filed: Mar 30, 2012
Latest filed: Sep 18, 2012
Organised: Limited Liability Company, Rhode Island

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CLEARPATH MULTI-STRATEGY FUND III, LP	Private Equity Fund	$33.1M	Sep 18, 2012	99	Mar 30, 2012	reported	021-135444
CLEARPATH MULTI-STRATEGY FUND I, LP	Private Equity Fund	$17.6M	Sep 18, 2012	74	Mar 30, 2012	reported	021-120282
CLEARPATH MULTI-STRATEGY FUND II, LP	Private Equity Fund	$521,360	Sep 18, 2012	10	Mar 30, 2012	reported	021-167834

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHURCHVILLE, PATRICK, EVANS	PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	12/2007	Mar 30, 2012	Sep 18, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 30, 2012	$71.7M	$71.7M	n/a	n/a	n/a	3	$51.2M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$71.7M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Advises (3)

→ CLEARPATH MULTI-STRATEGY FUND I, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ CLEARPATH MULTI-STRATEGY FUND III, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ CLEARPATH MULTI-STRATEGY FUND II, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV

Controls (1)

← CHURCHVILLE, PATRICK, EVANSOwnerPRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV

Registered with (1)

← RYAN M. BALONAdvisorregistration: previous registration
Jan 14, 2011 to Sep 28, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08ce30ae-8540-816f-95a5-97477c760fda
First observed: Mar 30, 2012
Last observed: Sep 18, 2012 170 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLEARPATH WEALTH MANAGEMENT, LLC

CRD 146119

PROVIDENCE, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08ce30ae-8540-816f-95a5-97477c760fda

Data as of Sep 18, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:05 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CLEARPATH MULTI-STRATEGY FUND III, LP

Private Equity Fund

$33.1M

Sep 18, 2012

Mar 30, 2012

reported

021-135444

CLEARPATH MULTI-STRATEGY FUND I, LP

Private Equity Fund

$17.6M

Sep 18, 2012

Mar 30, 2012

reported

021-120282

CLEARPATH MULTI-STRATEGY FUND II, LP

Private Equity Fund

$521,360

Sep 18, 2012

Mar 30, 2012

reported

021-167834

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHURCHVILLE, PATRICK, EVANS

PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

12/2007

Mar 30, 2012

Sep 18, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 30, 2012

$71.7M

n/a

$51.2M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$71.7M

n/a