Bluepath Capital LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
307474
Registered since
August 14, 2020

Firm profile

FINTRX

Overview

Bluepath Capital LLC is organized as a limited liability company and appears on the SEC adviser roster with a registration date of 2020. The firm is recorded as having a domestic entity/individual ownership structure and is classified in the dataset as "Unclassified." The FINTRX record lists several operational attributes: the firm is not designated as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not marked as a newly formed adviser. It is also not listed as a pension consultant or as a related adviser. Publicly reported details about the firm’s business lines, client segments, and fee schedules are not included in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Joseph Giordano

    Chief Compliance OfficerCRD 2766544

  • Michael Cox

    Michael Cox

    President and Chief Financial OfficerCRD 5184603

Contacts

1 of 1
  • Yuen Na Chun

    FinOpCRD 2219603

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth