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 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
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
David Miller
Chief Investment OfficerCRD 4565833

Robert Glass
Chief Compliance OfficerCRD 2773736
Jerry Szilagyi
President, CEOCRD 1156349
Contacts
3 of 7
Mario Fontenot
Investment ConsultantCRD 6542912

Allen Sukholitsky
Senior Portfolio StrategistCRD 5406796

Michael Walsh
Director of Investor RelationsCRD 5371100
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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