Path Capital Partners, LLC: new SEC registration, $169M AUM, North Miami Beach, FL
Path Capital Partners, LLC (North Miami Beach, Florida): new SEC registration, $169M AUM, North Miami Beach, FL. Its amount of 169 is above the median of 134 (62nd percentile). Dated 104 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 169 · 62th percentile of 1,149 NewRiaPulse records · 1.3x the median
Free preview: all 10 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Path Capital Partners, LLC |
| Legal name | Path Capital Partners, LLC |
| CRD | 335156 |
| Status | Approved |
| Registered with the SEC | 2026-07-23 |
| Latest Form ADV filing | 2026-06-26 |
| Location | North Miami Beach, FL, United States |
| Regulatory AUM | $169,002,642 |
| Accounts | 3 |
| Employees | 4 |
| amount percentile | 62th of 1,149 (median 134, 1.3x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Path Capital Partners, LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Path Capital Partners, LLC's amount: 62nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $169M under management.
What is the NewRiaPulse record for Path Capital Partners, LLC in North Miami Beach, Florida?
Path Capital Partners, LLC received SEC registration as an investment adviser (2026-07-23) with $169,002,642 in regulatory assets under management, based in North Miami Beach, FL.
How does Path Capital Partners, LLC compare to other Florida NewRiaPulse records?
Its amount of 169 sits in the upper half (62th percentile) of 1,149 records; the median is 134. It is 104 days old; check the official source for later updates before acting.
Path Capital Partners, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Path Capital Partners, LLC | North Miami Beach, FL | 169 | 62nd | 2026-07-23 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.