Nathaniel Lane
ClearPath Capital Partners · Menlo Park, California
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.
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Specialties
Who they serve
- Founders
- Executives
- Tech employees
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 | $161.3M across 236 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 1727948 |
| Exams passed | Series 63 (1988) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.clearpathcapital.com |
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Questions about Nathaniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- ClearPath Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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