Bluepath Capital LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 307474
- Registered since
- August 14, 2020
- Website
- bluepathfinance.com
Firm profile
FINTRXOverview
Bluepath Capital LLC is organized as a limited liability company and is registered with the SEC since 2020. FINTRX classifies the firm as a placement agent rather than a capital allocator, indicating its primary role is intermediary work—sourcing investors or facilitating capital introductions—rather than managing third‑party assets directly. Ownership is recorded as a mix of domestic entity and individual ownership. Regulatory and operating characteristics in the FINTRX record show the firm is not flagged as an active ESG investor, is not registered as a multi‑state adviser, and is not designated as a newly formed adviser. Other fields for fee structure, advisory activities, and detailed business activities were not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Joseph Giordano
Chief Compliance OfficerCRD 2766544

Michael Cox
President and Chief Financial OfficerCRD 5184603
Contacts
1 of 1Yuen Na Chun
FinOpCRD 2219603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 39 Mesa St
- Time zone
- PT (UTC-8)
- Office locations
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