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PATH DIGITAL ADVISORS, LLC

CRD 312983File 801-121345
APPROVED
Retail clients
Filing as of Mar 31, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$150K
Bottom 25% of cohort (national)
Discretionary AUM
$150K
Clients
1
1 accounts
Employees
4
Bottom 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jun 4, 2021
Principal office
444 WEST LAKE STREET, SUITE 1700, CHICAGO, IL, 60606
Phone
872.272.0483

Assets & accounts

ADV Item 5F
Total regulatory AUM
$150K
Discretionary AUM
$150K
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$150K

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)1$150K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
May 1, 2025
vs Oct 1, 2022
Employees54decreased by1
May 1, 2025
vs Oct 1, 2022
AUM$0$150,000increased by$150,000
May 1, 2025
vs Oct 1, 2022
Accounts01increased by1
Jul 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PATH DIGITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PATH DIGITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.