CLEARPATH CAPITAL PARTNERS LLC
CRD #111756 SEC #801-78763 (415) 682-6900
SEC Registered Private Funds
Total AUM
$158.7M
Discretionary
$158.7M
Employees
5
Clients
10
Accounts
235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $158.7M | $158.7M | $0 | 5 | 0 |
| Apr 2025 | $158.7M | $158.7M | $0 | 5 | 0 |
| Apr 2025 | $158.7M | $158.7M | $0 | 5 | 0 |
| May 2024 | $146.6M | $146.6M | $0 | 5 | 7 |
| Mar 2024 | $146.6M | $146.6M | $0 | 5 | 7 |
| Jul 2023 | $176M | $176M | $0 | 4 | 0 |
| Apr 2023 | $176M | $176M | $0 | 4 | 0 |
| Nov 2022 | $328.1M | $242.2M | $85.9M | 4 | 0 |
| Aug 2022 | $328.1M | $242.2M | $85.9M | 4 | 0 |
| Jul 2022 | $328.1M | $242.2M | $85.9M | 4 | 0 |
| Apr 2022 | $328.1M | $242.2M | $85.9M | 4 | 0 |
| Mar 2021 | $325.2M | $242.3M | $83M | 5 | 0 |
| Jul 2020 | $320.1M | $245.3M | $74.9M | 6 | 0 |
| Mar 2020 | $320.1M | $245.3M | $74.9M | 6 | 0 |
| Apr 2019 | $302.3M | $253.9M | $48.4M | 5 | 0 |
| Oct 2018 | $246.6M | $181.7M | $64.9M | 7 | 16 |
| Aug 2018 | $246.6M | $181.7M | $64.9M | 7 | 16 |
| May 2018 | $246.6M | $181.7M | $64.9M | 7 | 16 |
| Apr 2018 | $246.6M | $181.7M | $64.9M | 7 | 16 |
| Aug 2017 | $261M | $202.3M | $58.7M | 13 | 200 |
| Aug 2017 | $261M | $202.3M | $58.7M | 13 | 200 |
| Mar 2017 | $261M | $202.3M | $58.7M | 13 | 200 |
| Apr 2016 | $226.5M | $169.7M | $56.8M | 14 | 100 |
| Mar 2016 | $226.5M | $169.7M | $56.8M | 14 | 100 |
| Feb 2015 | $218.2M | $162.5M | $55.7M | 12 | 100 |
| Sep 2014 | $140.3M | $123M | $17.3M | 12 | 100 |
| Mar 2014 | $140.3M | $123M | $17.3M | 11 | 100 |
| Mar 2014 | $140.3M | $123M | $17.3M | 11 | 100 |
| Nov 2013 | $116.2M | $109.4M | $6.8M | 11 | 100 |
| Oct 2013 | $116.2M | $109.4M | $6.8M | 11 | 100 |
| May 2012 | $70.1M | $65.3M | $4.8M | 1 | 26 |
| Mar 2012 | $70.1M | $65.3M | $4.8M | 1 | 26 |
| Apr 2011 | $57.6M | $53.7M | $3.9M | 5 | -- |
| Mar 2010 | $40.2M | $40.2M | $0 | 5 | -- |
| Mar 2008 | $45.3M | $45.3M | $0 | 5 | -- |
| May 2007 | $38.7M | $37.7M | $951.7K | 10 | -- |
| May 2007 | $38.7M | $37.7M | $951.7K | 10 | -- |
| Jul 2001 | $35M | $35M | $0 | 10 | -- |
DateJun 2025
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees5
Clients7
DateMar 2024
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees5
Clients7
DateJul 2023
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$328.1M
Discretionary$242.2M
Non-Disc.$85.9M
Employees4
Clients0
DateAug 2022
Total AUM$328.1M
Discretionary$242.2M
Non-Disc.$85.9M
Employees4
Clients0
DateJul 2022
Total AUM$328.1M
Discretionary$242.2M
Non-Disc.$85.9M
Employees4
Clients0
DateApr 2022
Total AUM$328.1M
Discretionary$242.2M
Non-Disc.$85.9M
Employees4
Clients0
DateMar 2021
Total AUM$325.2M
Discretionary$242.3M
Non-Disc.$83M
Employees5
Clients0
DateJul 2020
Total AUM$320.1M
Discretionary$245.3M
Non-Disc.$74.9M
Employees6
Clients0
DateMar 2020
Total AUM$320.1M
Discretionary$245.3M
Non-Disc.$74.9M
Employees6
Clients0
DateApr 2019
Total AUM$302.3M
Discretionary$253.9M
Non-Disc.$48.4M
Employees5
Clients0
DateOct 2018
Total AUM$246.6M
Discretionary$181.7M
Non-Disc.$64.9M
Employees7
Clients16
DateAug 2018
Total AUM$246.6M
Discretionary$181.7M
Non-Disc.$64.9M
Employees7
Clients16
DateMay 2018
Total AUM$246.6M
Discretionary$181.7M
Non-Disc.$64.9M
Employees7
Clients16
DateApr 2018
Total AUM$246.6M
Discretionary$181.7M
Non-Disc.$64.9M
Employees7
Clients16
DateAug 2017
Total AUM$261M
Discretionary$202.3M
Non-Disc.$58.7M
Employees13
Clients200
DateAug 2017
Total AUM$261M
Discretionary$202.3M
Non-Disc.$58.7M
Employees13
Clients200
DateMar 2017
Total AUM$261M
Discretionary$202.3M
Non-Disc.$58.7M
Employees13
Clients200
DateApr 2016
Total AUM$226.5M
Discretionary$169.7M
Non-Disc.$56.8M
Employees14
Clients100
DateMar 2016
Total AUM$226.5M
Discretionary$169.7M
Non-Disc.$56.8M
Employees14
Clients100
DateFeb 2015
Total AUM$218.2M
Discretionary$162.5M
Non-Disc.$55.7M
Employees12
Clients100
DateSep 2014
Total AUM$140.3M
Discretionary$123M
Non-Disc.$17.3M
Employees12
Clients100
DateMar 2014
Total AUM$140.3M
Discretionary$123M
Non-Disc.$17.3M
Employees11
Clients100
DateMar 2014
Total AUM$140.3M
Discretionary$123M
Non-Disc.$17.3M
Employees11
Clients100
DateNov 2013
Total AUM$116.2M
Discretionary$109.4M
Non-Disc.$6.8M
Employees11
Clients100
DateOct 2013
Total AUM$116.2M
Discretionary$109.4M
Non-Disc.$6.8M
Employees11
Clients100
DateMay 2012
Total AUM$70.1M
Discretionary$65.3M
Non-Disc.$4.8M
Employees1
Clients26
DateMar 2012
Total AUM$70.1M
Discretionary$65.3M
Non-Disc.$4.8M
Employees1
Clients26
DateApr 2011
Total AUM$57.6M
Discretionary$53.7M
Non-Disc.$3.9M
Employees5
Clients--
DateMar 2010
Total AUM$40.2M
Discretionary$40.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$38.7M
Discretionary$37.7M
Non-Disc.$951.7K
Employees10
Clients--
DateMay 2007
Total AUM$38.7M
Discretionary$37.7M
Non-Disc.$951.7K
Employees10
Clients--
DateJul 2001
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees10
Clients--