About Glidepath
Glidepath (Glidepath Fund GP Services LLC) is the sponsor of the Glidepath Exchange Funds, built for investors with concentrated, low-basis stock. Contribute appreciated securities without selling — $0 management fee, diversification from day one, and you control when gains are realized. Offered through Pod Securities LLC, member FINRA/SIPC.
- Qualified Purchasers only
- $100K minimum contribution
- Results in minutes
Our mission
Exchange funds have existed for decades, but they’ve been opaque and expensive — typically charging 1%+ annually just to hold a diversified basket. Glidepath rebuilds the exchange fund with technology that cuts the overhead of traditional funds, passing the savings back to investors via a 0% management fee.
What we do
The Glidepath Exchange Fund accepts contributions of appreciated stock in exchange for fund interests. The contribution is intended to qualify as a non-recognition event under §721 of the Internal Revenue Code — you achieve immediate diversification, eliminating single stock risk without triggering a capital gain.
How it works — getting started takes 5 minutes
- Check eligibility
- Accept your invite to reserve capacity
- Set up your brokerage account
- Transfer your securities
- Sign documents
- Close
After close, your concentrated stock becomes an interest in a broad, diversified portfolio. After the seven-year holding period, redemption options become available — you decide when, and whether, to realize gains.
Our investors
Glidepath is backed by partners at Spark Capital, Kleiner Perkins, Susa Ventures, Collective Global, and angel investors from across finance and technology.
Our team
Our team brings experience from AQR, Citadel, BlackRock, JP Morgan, iCapital and FINRA — spanning quantitative asset management, fund operations, alternative-investment platforms, and securities regulation.
Who it’s for
The Glidepath Exchange Fund is available to qualified purchasers ($5M+ in investable assets) with a minimum contribution of $100,000. The fund is offered exclusively through its Confidential Private Placement Memorandum.
Why you can trust Glidepath
- Regulated and accountable. Interests are offered through Pod Securities LLC, a broker-dealer registered with the SEC and a member of FINRA and SIPC. Verify at FINRA BrokerCheck.
- Your assets sit in a fund you own. The Glidepath Exchange Fund is a separate legal entity, owned by its investors. Fund assets are held for the benefit of investors and are not assets of Glidepath’s operating companies.
- Institutional partners. The fund’s structure has been developed with nationally recognized administrative, custody, legal, and accounting advisors.
- Full documentation. Every offer is made only through official fund documents, which describe the fund’s terms, risks, and tax considerations in full.
The Glidepath Exchange Fund helps you keep more today, and build more for the future.
Reserve a spot
Capacity is limited. Enter your email and we will confirm your eligibility and reserve your place in the next closing.
Reserve a spotBook a call
Speak with a Glidepath advisor to walk through eligibility, the fund structure, and your specific position.
Book a call