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Managing Member/director of Client Relations/chief Compliance Officer · Clearpath Capital Partners LLC

Nathaniel R. Lane

CRD 1727948 · Named on Form ADV at one SEC-registered adviser

At a glance

Clearpath Capital Partners LLC, an SEC-registered wealth manager based in Menlo Park, CA with $161 million in regulatory assets, lists Nathaniel R. Lane on its Form ADV as Managing Member/director of Client Relations/chief Compliance Officer, a control person.

Firms and roles

  • Clearpath Capital Partners LLCManaging Member/director of Client Relations/chief Compliance OfficerWealth manager · Menlo Park, CA · $161M in regulatory assets

AtlasMembers

Nathaniel’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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathaniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.