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 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
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 4DAVID MILLER
Chief Investment OfficerCRD 4565833
ROBERT GLASS
Chief Compliance OfficerCRD 2773736
JERRY SZILAGYI
President, CEOCRD 1156349
Contacts
3 of 7MARIO 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
$4.7B in ETFs
93%
$4.4B
7%
$322M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $585M | 1,641,733 | 12.36% |
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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