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CRD#: 307474
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BLUEPATH CAPITAL LLC is located at 39 Mesa Street Suite 103, San Francisco, CA 94129 and was first established at San Francisco, Delaware in 11/08/2018. After operating for 7 years, BLUEPATH CAPITAL LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BLUEPATH CAPITAL LLC’s clients are individuals and 0% of their clients are high net worth individuals. BLUEPATH CAPITAL LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BLUEPATH CAPITAL LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BLUEPATH CAPITAL LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BLUEPATH CAPITAL LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BLUEPATH CAPITAL LLC Comes From

Understanding the Statistics for BLUEPATH CAPITAL LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
39 Mesa Street Suite 103, San Francisco, CA 94129
Mailing Address
39 Mesa Street Suite 103, San Francisco, CA 94129
Firm Size
Small
Phone Number
(415) 524-0429
Established
Delaware since 11/08/2018
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BLUEPATH FINANCE, INC.MEMBER
CHUN, YUEN NAFINOP/PFO/POO2219603
COX, MICHAEL JEFFREY JAMESCHIEF EXECUTIVE OFFICER5184603
GIORDANO, JOSEPH PETERCCO2766544

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at BLUEPATH CAPITAL LLC

YC

Yuen Na Chun

Yuen Na Kong
RR
CRD#: 2219603
Location:
New York, NY 10038
Company:
E&J SECURITIES CORP.
Disclosures:
Experience:
33 years
View Profile
MC

Michael Jeffrey James Cox

RR
CRD#: 5184603
Location:
San Francisco, CA 94129
Company:
BLUEPATH CAPITAL LLC
Disclosures:
Experience:
19 years
View Profile
JG

Joseph Peter Giordano

Joe Giordano
RR
CRD#: 2766544
Location:
San Francisco, CA 94129
Company:
BLUEPATH CAPITAL LLC
Disclosures:
Experience:
24 years
View Profile
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