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 is registered with the SEC (registration year 2020). The firm is classified as a placement agent rather than a capital allocator, which suggests its activities center on raising capital or marketing investment opportunities on behalf of managers rather than managing client portfolios directly. Ownership is listed as a combination of a domestic entity and an individual. The dataset flags several regulatory and business characteristics: the firm is not identified as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not reported as a related adviser. It is also not labeled a newly formed adviser despite the 2020 SEC registration. Specifics on fee arrangements, advisory services, and other business activities were not provided in the source material.

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