CLEARPATH WEALTH MANAGEMENT, LLC
CLEARPATH WEALTH MANAGEMENT, LLC of PROVIDENCE, RI is an SEC-registered investment adviser (CRD 146119). Regulatory assets under management: $71.7M.
Registration
- CRD: 146119
- SEC file number: 801-68715
- Type: Registered investment adviser
- Location: 170 WESTMINSTER STREET, 9TH FLOOR, PROVIDENCE, RI, 02903
- Phone: (401) 455-3794
- Latest filing: 2012-09-18
- Regulatory AUM: $71.7M
- Discretionary AUM: $71.7M
- Clients: 1
- Accounts: 368
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| CHURCHVILLE PATRICK EVANS | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| CHURCHVILLE PATRICK | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
Private funds (3)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| CLEARPATH MULTI-STRATEGY FUND III, LP | Private Equity Fund | — | 99 | $33.1M | — |
| CLEARPATH MULTI-STRATEGY FUND I, LP | Private Equity Fund | — | 74 | $17.6M | — |
| CLEARPATH MULTI-STRATEGY FUND II, LP | Private Equity Fund | — | 10 | $521K | — |
Fund service providers (1)
- administrator: APEX FUND SERVICES (US) INC. — 3 funds
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