Why you can trust Glidepath

Glidepath is a regulated fund structure, not a workaround. Here is exactly how your assets are held, who oversees them, and where the paperwork lives.

Qualified Purchasers only
$100K minimum contribution
Results in minutes

By the numbers.

Assets contributed across Glidepath Exchange Funds.: $20M+; Assets contributed across Glidepath Exchange Funds.
Assets previously managed by our investment team at AQR, Citadel, BlackRock, and JP Morgan.: $3B+; Assets previously managed by our investment team at AQR, Citadel, BlackRock, and JP Morgan.
Financial runway based on current revenue and cash on hand.: 20+ yrs; Financial runway based on current revenue and cash on hand.

Our guardrails.

Each function that could go wrong is handled by a separate, independent firm. Every claim below links to the primary source so you can verify it yourself.

Owned by fund investors, not Glidepath

The Glidepath Exchange Fund is its own legal entity, owned by its investors. Fund assets are not assets of Glidepath's operating companies, and the advisory role can be transferred to another qualified adviser if ever needed.

Fund governance terms→

Custody at UBS

Glidepath does not hold your assets. Securities are held at UBS as qualified custodian, in accounts separate from Glidepath's own.

UBS custody overview→

Independent administration and audit

NAV Fund Administration values the fund and reconciles positions independently. Withum audits the fund's financial statements every year.

Request an audit summary→

Registered and regulated

Interests are offered through Pod Securities LLC, a broker-dealer registered with the SEC and a member of FINRA and SIPC. Hanson Bridgett serves as fund counsel.

FINRA BrokerCheck (CRD #337460)→SEC filings→

A message from the founder

“We’re usually helping clients with the largest financial asset they own. We built Glidepath’s structure to take that seriously. I was the fund’s first contributor, and my own position sits in it alongside yours.”

What happens if Glidepath goes out of business?

Your investment keeps running. The fund is a separate legal entity owned by its investors, not by Glidepath, and Glidepath never holds the assets. Custody stays at UBS, the independent administrator keeps valuing the fund, and the independent auditor keeps reviewing the books. The advisory role can be transferred to another SEC-registered firm without interrupting your investment.

SIPC protection applies to customer accounts at Pod Securities in the event of broker-dealer insolvency. It does not protect against investment losses, fund performance, or declines in market value.

Full documentation, no shortcuts

Every offer is made only through official fund documents, which describe the fund’s terms, risks, and tax considerations in full. Nothing on this website is an offer; the Confidential Private Placement Memorandum is.

Confidential Private Placement Memorandum
Terms of Service
Privacy Policy
Legal Hub

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.

Additional resources for qualified investors

An exchange fund lets you contribute appreciated stock in-kind to a diversified fund without triggering a sale. Under Section 721 of the tax code, the contribution is not a taxable event, so your full pre-tax balance keeps compounding. After 7 years + 1 day you can redeem in liquid ETF shares with carryover basis, keeping the tax deferral until you need liquidity.