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CATTON CAPITAL PARTNERS, LLC
CRD 339336 · SEC 801-134906
555 CALIFORNIA ST., 29TH FLOOR, SAN FRANCISCO, CA, 94104, United States
Phone
415-234-0470
Fax
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Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$39.6M
Discretionary AUM
$39.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $3.2M |
| High net worth individuals | 7 | $36.4M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD