Overview
Who we are
ClearPath Capital Partners LLC (referred to as “we,” “our,” “us,” or “ClearPath”), has been registered as
an investment advisor since August 1999. Our principals are Nathaniel Lane and Troy Larson.
Services we offer
We provide Financial Advisory and Investment Management Services with an active investment
management approach. This is accomplished by investing among diversified asset classes that we believe
to be selling at substantial discounts to their fair value. We do this by identifying money managers who
can deliver superior long-term performance.
ClearPath delivers a written summary of the personal wealth strategies and required implementation steps
specific to the achievement of each client's specific goals. Clients may impose restrictions on the
investments made in their account.
ClearPath provides Financial Planning services. Financial plans may be either a comprehensive review of
the client’s financial goals as a whole, or a targeted review of specific topics of concern. In addition,
ClearPath offers assistance with financial matters that may come up on an as-needed basis.
ClearPath Special Opportunities Fund 2017, LP
ClearPath acts as the general partner to ClearPath Special Opportunities Fund 2017, LP.
ClearPath Special Opportunities Fund 2017,
LP invests directly or indirectly in common and preferred
stock (or securities convertible into common stock) of select technology or technology enabled
companies, usually later-stage companies that are generating meaningful revenue and that either are
profitable, or have reasonable plans to achieve profitability, and eventually exit. The Fund’s portfolio is
expected to include investments in Airbnb, Inc., Lyft, Inc., Palantir Technologies, Inc. and Space
Exploration Technologies Corp., among others.
ClearPath Opportunities Fund, LLC
ClearPath acts as the manager of ClearPath Opportunities Fund, LLC, a private fund formed to invest in
emerging companies through investment vehicles managed by other investment advisers. Each of the
investments in different companies, or a set of companies, will be treated as a different series of ClearPath
Opportunities Fund, LLC (the “Series”).
ClearPath Special Opportunities Fund 2017, LP and ClearPath Opportunities Fund, LLC will be referred
to, in other parts of this Part 2 as (the “Partnerships” or the “Funds”).
Assets under management
As of March 15, 2024, we manage assets of $146.4 million on a discretionary basis and we don’t manage
assets on a non-discretionary basis. In addition, we have $54.9 million in assets under advisement.