Owner · Path Capital Partners, LLC
Eugene L. Frenkel
CRD 7787067 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Path Capital Partners, LLC, an SEC-registered private fund adviser based in North Miami Beach, FL with $169 million in regulatory assets, lists Eugene L. Frenkel on its Form ADV as Owner, a control person. The SEC filings also name Eugene at 1 other registered adviser.
Firms and roles
- Path Capital Partners, LLCOwnerPrivate fund adviser · North Miami Beach, FL · $169M in regulatory assets
- Legacy Wealth Advisors, LLCChief Executive OfficerWealth manager · North Miami Beach, FL · $923M in regulatory assets
AtlasMembers
Eugene’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jason T. HathawayOwner, Path Capital Partners, LLC
- HunMi PakOwner, Path Capital Partners, LLC
- Aaron M. NewmanChief Compliance Officer, Path Capital Partners, LLC
- Robert E. McNallyChief Compliance Officer, Legacy Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eugene’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.