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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLEARPATH CAPITAL PARTNERS LLC

CRD 111756

MENLO PARK, CA

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:86334fa3-5ea8-ee50-9d00-25a1c6640e35

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 4
On other graphs: 2
Observed: Mar 28, 2012 to Apr 1, 2026
34 observations

Across DFX

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

Private Equityidentity

Clearpath Capital Partners LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Clearpath Capital Partners LLC

Capital provider to sponsors · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.01 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $161MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $161M
Private client RAUM: $160MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $53.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 236
Individual clients: 9
High net worth clients: 50
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $64.7M
SEC number: 801-78763
CRD: 111756
Filings on the tape: 34
First filed: Mar 28, 2012
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NATHANIEL RICHARD LANE	n/a	Menlo Park, CA	27	38	n/a	no
TROY STEVEN LARSON	n/a	Keller, TX	7	28	n/a	no
PAUL JAMES BOYD	n/a	Carnelian Bay, CA	0	38	n/a	no

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 OPPORTUNITIES FUND, LLC	Private Equity Fund	$1.0M	May 5, 2024	8	Jul 27, 2022	reported	021-454002
CLEARPATH CAPITAL STRATEGIC OPPORTUNITIES L.P. (SERIES 1)	Private Equity Fund	$580,000	Jun 30, 2020	9	Mar 31, 2016	dropped	021-265045
CLEARPATH SPECIAL OPPORTUNITIES FUND 2017, LP	Private Equity Fund	$255,884	May 5, 2024	10	Apr 4, 2018	reported	021-320460

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
LANE, NATHANIEL, RICHARD	MANAGING MEMBER/DIRECTOR OF CLIENT RELATIONS/CHIEF COMPLIANCE OFFICER	D	yes	08/1998	Mar 28, 2012	May 5, 2024
LARSON, TROY, STEVEN	MANAGING MEMBER/DIRECTOR OF MARKETING	D	yes	01/2002	Mar 28, 2012	May 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NATHANIEL RICHARD LANE	n/a	n/a	n/a	Y	no	n/a
TROY STEVEN LARSON	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$161M	$161M	5	3	3	2	n/a
2024	Apr 9, 2025	$159M	$159M	5	3	2	2	n/a
2023	Mar 30, 2024	$147M	$147M	5	3	2	2	$1.3M
2022	Apr 3, 2023	$176M	$176M	4	3	2	2	$1.3M
2021	Apr 6, 2022	$328M	$242M	4	4	0	1	$880,000
2020	Mar 31, 2021	$325M	$242M	5	5	0	1	$4.3M
2019	Mar 13, 2020	$320M	$245M	6	5	0	2	$2.2M
2018	Apr 11, 2019	$302M	$254M	5	5	0	2	$2.2M
2017	Apr 4, 2018	$247M	$182M	7	5	0	2	$2.5M
2016	Mar 31, 2017	$261M	$202M	13	9	n/a	1	$580,000
2015	Mar 31, 2016	$226M	$170M	14	8	n/a	1	$0
2014	Feb 16, 2015	$218M	$162M	12	7	n/a	n/a	n/a
2013	Mar 12, 2014	$140M	$123M	11	6	n/a	n/a	n/a
2011	Mar 28, 2012	$70.1M	$65.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$161M	$159M	1.6%	$176M	-2.9%	5	5	3	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MUTUAL ADVISORS, LLC	4	Apr 4, 2018	Jan 8, 2018	SAN FRANCISCO, CA	Firm absorbed	RIA to ibd	57.1%

Relationships

Registered with (11)

← PAUL JAMES BOYDAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← TROY STEVEN LARSONAdvisorregistration: current employment
Oct 29, 2018 to presentfactForm ADV
← NATHANIEL RICHARD LANEAdvisorregistration: current employment
Aug 30, 1999 to presentfactForm ADV
← SIMON ANDREW TRYZNAAdvisorregistration: previous registration
Dec 8, 2017 to May 20, 2022factForm ADV
← STANLEY KEN HIMENO-OKAMOTOAdvisorregistration: previous registration
Mar 15, 2016 to Dec 21, 2020factForm ADV
← BRENDAN DIARMUID CONNAUGHTONAdvisorregistration: previous registration
May 21, 2013 to Apr 4, 2018factForm ADV
← JOHN BRENTON DODDAdvisorregistration: previous registration
Aug 13, 2012 to Apr 4, 2018factForm ADV
← MITCHELL LAWRENCE SANDSAdvisorregistration: previous registration
Aug 21, 2014 to Apr 4, 2018factForm ADV
← BRYAN DAVID WILSONAdvisorregistration: previous registration
Mar 9, 2016 to Apr 4, 2018factForm ADV
← MATTHEW JAMES FAUBIONAdvisorregistration: previous registration
Aug 13, 2012 to Nov 28, 2016factForm ADV
← ZACHARY WILLIAM SMITHAdvisorregistration: previous registration
Aug 13, 2012 to Feb 15, 2016factForm ADV

Advises (3)

→ CLEARPATH OPPORTUNITIES FUND, LLCPrivate fundPrivate Equity Fund, IA
Jul 27, 2022 to presentfactForm ADV
→ CLEARPATH SPECIAL OPPORTUNITIES FUND 2017, LPPrivate fundPrivate Equity Fund, IA
Apr 4, 2018 to presentfactForm ADV
→ CLEARPATH CAPITAL STRATEGIC OPPORTUNITIES L.P. (SERIES 1)Private fundPrivate Equity Fund, IA, no longer reported
Mar 31, 2016 to Jun 30, 2020factForm ADV

Controls (2)

← LANE, NATHANIEL, RICHARDOwnerMANAGING MEMBER/DIRECTOR OF CLIENT RELATIONS/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 28, 2012 to May 5, 2024factForm ADV
← LARSON, TROY, STEVENOwnerMANAGING MEMBER/DIRECTOR OF MARKETING, ownership code D, individual
Mar 28, 2012 to May 5, 2024factForm ADV

Moved with (1)

→ MUTUAL ADVISORS, LLCRegistered adviser4 advisors, firm absorbed, same day
Apr 4, 2018 to Jan 8, 2018factForm ADV

Dated events

Occurred
Apr 3, 2023
Regulatory AUM changed
Clearpath Capital Partners Llc reported RAUM $176.0M, down 46% from $328.1M (2022-11-04 to 2023-04-03)
Form ADVobserved 4 days ago
$-152M
Occurred
Jul 27, 2022
Control person left
James Paul Boyd (Managing Member/Managing Director) no longer on Schedule A of Clearpath Capital Partners Llc (listed 2022-04-06, absent 2022-07-27)
Form ADVobserved 4 days ago
Occurred
May 20, 2022
Advisor changed firm
Simon Andrew Tryzna left Clearpath Capital Partners Llc for Palo Alto Wealth Advisors, Llc (registered 2022-02-23)
Form ADVobserved 4 days ago
Occurred
Oct 28, 2013
First Form ADV filing
Clearpath Capital Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86334fa3-5ea8-ee50-9d00-25a1c6640e35
First observed: Mar 28, 2012
Last observed: Apr 1, 2026 5 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 CAPITAL PARTNERS LLC

CRD 111756

MENLO PARK, CA

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:86334fa3-5ea8-ee50-9d00-25a1c6640e35

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NATHANIEL RICHARD LANE

n/a

Menlo Park, CA

n/a

TROY STEVEN LARSON

n/a

Keller, TX

n/a

PAUL JAMES BOYD

n/a

Carnelian Bay, CA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CLEARPATH OPPORTUNITIES FUND, LLC

Private Equity Fund

$1.0M

May 5, 2024

Jul 27, 2022

reported

021-454002

CLEARPATH CAPITAL STRATEGIC OPPORTUNITIES L.P. (SERIES 1)

Private Equity Fund

$580,000

Jun 30, 2020

Mar 31, 2016

dropped

021-265045

CLEARPATH SPECIAL OPPORTUNITIES FUND 2017, LP

Private Equity Fund

$255,884

May 5, 2024

Apr 4, 2018

reported

021-320460

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LANE, NATHANIEL, RICHARD

MANAGING MEMBER/DIRECTOR OF CLIENT RELATIONS/CHIEF COMPLIANCE OFFICER

yes

08/1998

Mar 28, 2012

May 5, 2024

LARSON, TROY, STEVEN

MANAGING MEMBER/DIRECTOR OF MARKETING

yes

01/2002

Mar 28, 2012

May 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NATHANIEL RICHARD LANE

n/a

TROY STEVEN LARSON

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$161M

n/a

2024

Apr 9, 2025

$159M

n/a

2023

Mar 30, 2024

$147M

$1.3M

2022

Apr 3, 2023

$176M

$1.3M

2021

Apr 6, 2022

$328M

$242M

$880,000

2020

Mar 31, 2021

$325M

$242M

$4.3M

2019

Mar 13, 2020

$320M

$245M

$2.2M

2018

Apr 11, 2019

$302M

$254M

$2.2M

2017

Apr 4, 2018

$247M

$182M

$2.5M

2016

Mar 31, 2017

$261M

$202M

n/a

$580,000

2015

Mar 31, 2016

$226M

$170M

n/a

2014

Feb 16, 2015

$218M

$162M

n/a

2013

Mar 12, 2014

$140M

$123M

n/a

2011

Mar 28, 2012

$70.1M

$65.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$161M

$159M

1.6%

$176M

-2.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MUTUAL ADVISORS, LLC

Apr 4, 2018

Jan 8, 2018

SAN FRANCISCO, CA

Firm absorbed

RIA to ibd

57.1%