The team and partners behind the fund

Glidepath's team spans quantitative asset management, fund operations, alternative-investment platforms, and securities regulation.

  • Qualified Purchasers only
  • $100K minimum contribution
  • Results in minutes

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.

Our Investors.

Glidepath is backed by partners at Spark Capital, Kleiner Perkins, Susa Ventures, Collective Global, and angel investors from across finance and technology.

Collective GlobalSusa VenturesSpark CapitalSummitKleiner Perkins

Working with financial advisors

If you manage clients with concentrated positions, Glidepath gives you a way to diversify them without forcing a sale or a tax bill, at a 0% management fee your clients will notice.

Bring Glidepath to your clients

Advisor onboarding, capacity checks for specific tickers, and co-branded projections. Compensation and structure are disclosed in full in the fund documents.

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RIA, $[X]B AUM

“A real answer for the client who's been sitting on one stock for a decade.”
Advisor Name, Firm Name

Multi-family office

“The 0% fee changed the conversation with our clients immediately.”
Advisor Name, Firm Name

Wealth manager

“Capacity for the tickers our clients actually hold.”
Advisor Name, Firm Name

Trusted by founders and fund managers

Jordan Lowe

Founder – Deft (Summit Company)

“The combination of immediate diversification and tax deferral makes Glidepath uniquely flexible and best for me overall.”

Seth Berman

General Partner – Susa Ventures

“Diversifying a concentrated position without triggering taxes immediately changed how we manage risk across our portfolio.”

Sheel Tyle

Founder & Co-CEO – Collective Global

“From a founder’s perspective, Glidepath is one of the few strategies that improves liquidity without forcing a sale.”

Glidepath’s institutional partners

  • UBS (Custody)

  • Withum (Audit)

  • NAV (Fund Admin)

  • Hanson Bridgett (Legal)

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.

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Book a call

Speak with a Glidepath advisor to walk through eligibility, the fund structure, and your specific position.

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