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 an independent registered investment adviser that focuses on fee-based portfolio management for individuals, families and institutional clients. The firm is SEC-registered (initial registration recorded in 2018) and operates as a limited liability company under individual ownership. Its advisory work spans discretionary portfolio management for both individuals/small businesses and for business or institutional entities. Catalyst charges a percentage-of-AUM fee and identifies itself as an active ESG investor, integrating 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$547M in ETFs
89%
$487M
10%
$60.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $154M | 201,342 | 28.17% |
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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