/Companies

Derivative Path

Walnut Creek, US · Delaware corporation · 1 known investors

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Derivative Path offers a platform and advisory services that help alternative investment managers and their portfolio companies manage interest rate and derivatives hedging, including trade execution, pre-trade analysis, and portfolio oversight. Its tools are aimed at CFOs, capital markets, and investing teams for governance and risk monitoring across portfolio companies.

Founders & leadership

PBPradeep Bhatia
Pradeep BhatiaCo-Founder and CEOPradeep Bhatia is Co-Founder and CEO of Derivative Path, a capital markets technology platform that provides derivatives hedging and advisory services to alternative investment managers and their portfolio companies.
BMBrett Morrell
Brett MorrellManaging Director, Head of Risk SolutionsBrett Morrell is Managing Director and Head of Risk Solutions at Derivative Path, a platform providing hedging and derivatives management services to alternative investment managers. He brings experience in private equity, capital markets, derivatives, and investment banking.
CYCiccy Yang
Ciccy YangManaging Director, Risk Solutions
SD
Steven D. HawkNamed on SEC filing
JR
John R. FlemingNamed on SEC filing

Board

RARobert Anderson
Robert AndersonBoard directorPartner at FTV Capital
BFBrent Fierro
Brent FierroBoard directorPartner at FTV Capital

Investors · 1

Reported raises · per SEC filings

Form D private placements

$35M disclosed across 1 round · 2020

▶$35MraisedJul 2020 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Pradeep K. BhatiaExecutive Officer, Director
  • Steven D. HawkExecutive Officer, Director
  • Robert AndersonDirector
  • Brent FierroDirector
  • John R. FlemingExecutive Officer, Director
Offering amount
$35M
Amount sold
$35M
Proceeds to insiders
$18.5M
First sale
Jun 2020
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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Frequently asked questions

What does Derivative Path do?
Derivative Path offers a platform and advisory services that help alternative investment managers and their portfolio companies manage interest rate and derivatives hedging, including trade execution, pre-trade analysis, and portfolio oversight. Its tools are aimed at CFOs, capital markets, and investing teams for governance and risk monitoring across portfolio companies.
Who founded Derivative Path?
Derivative Path was founded by Pradeep Bhatia.
Who are Derivative Path's investors?
Derivative Path's investors include FTV Capital.
How much funding has Derivative Path raised?
Derivative Path has disclosed $35M raised across 1 round.
Where is Derivative Path headquartered?
Derivative Path is headquartered in Walnut Creek, US.