Nathaniel Richard Lane

Employer firm

Clearpath Capital Partners LLC CRD 111756

$161M regulatory AUM 10 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers
FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Clearpath Capital Partners Llc

80 Willow Road, Menlo Park, CA 94025 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-10-29
CA	RA	APPROVED	1999-08-30

TX RA
APPROVED_RES

Since 2018-10-29
CA RA
APPROVED

Since 1999-08-30

Branch Locations

Menlo Park, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Clearpath Capital Partners Llc	Menlo Park	CA	10/1997	Present

10/1997 → Present

Clearpath Capital Partners Llc

Menlo Park, CA

Other Businesses

Mr. Lane is a member of ClearPath Opportunities Fund, LLC an investment related pooled investment vehicle. The address is the same as reported in Item 1 of this form. The fund was formed in June of 2021. Mr. Lane spends a minimal amount of time in this capacity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-06-14
S63	Uniform Securities Agent State Law Examination	1988-02-12

S65 Uniform Investment Adviser Law Examination

1999-06-14
S63 Uniform Securities Agent State Law Examination

1988-02-12

View on SEC IAPD