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 LLC-style investment advisor that has been SEC-registered since 2006 and serves an institutional client base. The firm charges fees as a percentage of assets under management and lists CPO/CTA activities among its business lines. Its advisory work includes portfolio management for investment companies and providing educational seminars and workshops. Catalyst is not identified as an active ESG investor and the snapshot flags it as not a multi-state adviser, though the firm maintains multiple office locations. Catalyst is affiliated with broker-dealers and other investment advisers and is active as a sponsor/GP or managing member of pooled investment vehicles. Those affiliations, together with the CPO/CTA designation, indicate the firm operates both as a manager of public securities and as an operator of pooled or managed-product structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

    David Miller

    Chief Investment OfficerCRD 4565833

  • Robert Glass

    Robert Glass

    Chief Compliance OfficerCRD 2773736

  • Jerry Szilagyi

    Jerry Szilagyi

    President, CEOCRD 1156349

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Contacts

3 of 7
  • Mario Fontenot

    Mario Fontenot

    Investment ConsultantCRD 6542912

  • Allen Sukholitsky

    Allen Sukholitsky

    Senior Portfolio StrategistCRD 5406796

  • Michael Walsh

    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

$5.4B in ETFs

Passive

93%

$5B

Active

7%

$354M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P MID-CAP ETF (IJH)BlackRockPassiveMid Cap Blend$674M8,745,53412.56%

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