CATALYST CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2006
Total AUM
$10.3B
Discretionary
$10.3B
100% of AUM
Avg account
$542M
Accounts
19
Employees
17
Advisory reps
11

Firm details

Headquarters
SAN JUAN, PR
CRD number
139895
Registered since
June 9, 2006
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Catalyst Capital Advisors LLC is an SEC-registered investment adviser organized as an LLC and operating since 2006. The firm serves institutional clients and functions in roles that include commodity pool operator/commodity trading adviser (CPO/CTA) activity and portfolio management for investment companies. It also provides educational seminars and workshops, and is affiliated with broker-dealers and other investment-adviser entities. Catalyst charges fees as a percentage of assets under management and is not identified as an active ESG investor. The firm is not set up as a capital allocator or pension consultant and does not report multi-state adviser status. Ownership is listed as a combination of a domestic entity and an individual. Catalyst also acts as sponsor, general partner, or managing member of pooled investment vehicles, consistent with its CPO/CTA and pooled-vehicle activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • DAVID MILLER

    Chief Investment OfficerCRD 4565833

  • ROBERT GLASS

    Chief Compliance OfficerCRD 2773736

  • JERRY SZILAGYI

    President, CEOCRD 1156349

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Contacts

3 of 7
  • MARIO FONTENOT

    Investment ConsultantCRD 6542912

  • ALLEN SUKHOLITSKY

    Senior Portfolio StrategistCRD 5406796

  • MICHAEL WALSH

    Director of Investor RelationsCRD 5371100

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 49

Active vs passive

$4.7B in ETFs

Passive

93%

$4.4B

Active

7%

$322M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 ETF (IWB)BlackRockPassiveLarge Blend$585M1,641,73312.36%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth