Catalyst Financial Partners

RIASEC RegisteredEst. 2018

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$1.3M

Accounts

1,373

Employees

12

Advisory reps

13

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

FINTRX

Overview

Catalyst Financial Partners is an LLC that registered with the SEC in 2018 and operates as an advisor to both individuals/families and institutional clients. The firm provides discretionary portfolio management for individuals, small businesses, and institutions and charges fees based on a percentage of assets under management. Catalyst identifies as an active ESG investor and incorporates that orientation into its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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 1

Thomas 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

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 78

Active vs passive

$515M in ETFs

Passive

90%

$462M

Active

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%

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Primary office

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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