Catalyst Capital Advisors LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 139895
- Registered since
- June 9, 2006
- Website
- catalystmf.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Catalyst Capital Advisors LLC is an institutional registered investment adviser that has been SEC-registered since 2006. The firm serves institutional clients on a fee‑based model, charging a percentage of assets under management, and lists portfolio management for investment companies and delivery of educational seminars/workshops among its advisory activities. Operationally it also identifies as a CPO/CTA and is affiliated with broker‑dealer and sponsor/GP roles for pooled investment vehicles, indicating the firm both advises public portfolios and can act as manager or sponsor for private pooled structures. Catalyst does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Robert Glass
Chief Compliance OfficerCRD 2773736
Jerry Szilagyi
President, CEOCRD 1156349

David Miller
Chief Investment OfficerCRD 4565833
Contacts
3 of 7Ryan Lynch
WholesalerCRD 5641370

James Bedrock
Regional Sales ConsultantCRD 5782647

Douglas Cataldo
Business DevelopmentCRD 6359011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$5.4B in ETFs
93%
$5B
7%
$354M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $674M | 8,745,534 | 12.56% |
Location
San Juan, PR
Location
San Juan, PR
Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 207 De Parque
- Office locations
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