# Nathaniel Lane

> Nathaniel Lane is a fee-only financial advisor at ClearPath Capital Partners in Menlo Park, California. Nathaniel focuses on equity compensation. ClearPath Capital Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nathaniel-lane/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** ClearPath Capital Partners
- **Based in:** Menlo Park, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $161.3M across 236 accounts
- **Specialties:** Equity compensation
- **Works with:** Founders, Executives, Tech employees
- **CRD:** 1727948 (https://adviserinfo.sec.gov/individual/summary/1727948)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1988), Series 65 (1999)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.clearpathcapital.com

## Frequently asked questions

### Is Nathaniel Lane a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nathaniel holds no broker registration, and ClearPath Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nathaniel charge for financial advice?

Nathaniel's firm, ClearPath Capital Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Nathaniel Lane based?

Nathaniel Lane is based in Menlo Park, California.

### What does Nathaniel specialize in?

Nathaniel's specialties include equity compensation. Nathaniel works with founders, executives and tech employees.

### Is Nathaniel Lane registered with the SEC?

Yes. Nathaniel Lane is registered as an investment adviser representative in CA and TX (CRD 1727948), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does ClearPath Capital Partners manage?

ClearPath Capital Partners reports $161.3M across 236 accounts in assets under management.

### How do I contact Nathaniel Lane?

Through Nathaniel's website, www.clearpathcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1727948): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://clearpathcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.