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CATALYST FINANCIAL PARTNERS
CATALYST FINANCIAL PARTNERS LLC
CRD 299335 · SEC 801-114398
ONE MARINA PARK DRIVE, 16TH FLOOR, BOSTON, MA, 02210, United States
Phone
617-239-8101
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.72B
Discretionary AUM
$1.72B
Team
12 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 347 | $1.58B |
| Charitable organizations | 8 | $142.3M |
States served
CA, ME, MD, MA, NY, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD