Catalyst Financial Partners
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 299335
- Registered since
- December 6, 2018
- Website
- www.catalystfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.72%
- Charitable Organizations8.26%
- Individuals0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Catalyst Financial Partners is a privately owned limited liability company operating as an independent registered investment adviser. The firm is registered with the SEC, first registering in 2018. It manages client relationships on a fee basis (percentage of AUM) and provides discretionary portfolio management for individuals, small businesses, and institutional clients. Catalyst identifies as an active ESG investor and integrates environmental, social, and governance considerations into its investment approach.
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
Asset composition
- Public Funds/Mutual Funds63%
- Cash & Cash Equivalents18%
- State & Local Bonds13%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1Thomas O'connor
President, Chief Compliance OfficerCRD 4374733
Contacts
3 of 12
David Wray
Senior Investment StrategistCRD 1029286
David Porter
Managing PartnerCRD 1215228
Alan Roycroft
Senior Vice President, InvestmentsCRD 2569573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$515M in ETFs
90%
$462M
10%
$52.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $146M | 194,787 | 28.34% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Marina Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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