PATH CAPITAL PARTNERS, LLC
C0
CRD 335156·SEC 802-132527·NORTH MIAMI BEACH, FL
AUM
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Est. Revenue
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@ 1% on AUM
Est. EBITDA
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@ 30% margin
Est. Deal Value
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@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
PATH CAPITAL PARTNERS, LLC
CRD
335156
SEC file #
802-132527
EIN
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DBA names
Path Capital Partners, Llc
Economics
AUM
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AUM band
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AUM trajectory
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Client mix
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Operations
Employees (total)
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Advisory staff (per ADV)
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Advisory staff (5-yr trend)
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Primary office
NORTH MIAMI BEACH FL
Branches
| Count | 1 |
Custodian & Brokerage
Primary custodian
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Services offered
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Fee basis
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Filings
Latest ADV filing
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ADV-W filed at
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Website
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Compliance
Disclosures (firm)
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Trademark
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Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association
Compliance & brand
All other collected signals (15)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Dade County, FL
Jefferson Bank of FloridaSunny Isles, FL
Soi Zip Distribution
Stub 1
| AGI | 88,764 |
| Returns | 7,520 |
Stub 2
| AGI | 159,205 |
| Returns | 4,390 |
Stub 3
| AGI | 170,634 |
| Returns | 2,780 |