Catalyst International Advisors LLC

RIASEC RegisteredEst. 2020
Total AUM
$58M
Discretionary
$58M
100% of AUM
Avg account
$58M
Accounts
1
Employees
15
Advisory reps
4

Firm details

Headquarters
San Juan, PR
CRD number
306592
Registered since
January 2, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Catalyst International Advisors LLC is a limited liability company that registered with the SEC in 2020 and operates as an institutional registered investment adviser. The firm serves institutional clients and functions primarily as an adviser to pooled investment vehicles — its advisory activity is listed as portfolio management for pooled investment vehicles. Catalyst charges a mix of fees tied to assets under management and performance-based fees. The firm does not self-identify as a capital allocator or an active ESG investor, and it is not registered as a multi-state adviser. Ownership is described as a combination of a domestic entity and an individual, and Catalyst reports relationships with related advisers. Industry affiliations include roles as a broker-dealer, an additional investment adviser, a CPO/CTA, and sponsor/GP/managing member of pooled investment vehicles, indicating involvement on both the advisory and sponsor/management sides of private fund structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Michael Schoonover

    Michael Schoonover

    Chief Operating OfficerCRD 7201165

  • Robert Glass

    Robert Glass

    Chief Compliance OfficerCRD 2773736

  • David Miller

    David Miller

    Chief Investment OfficerCRD 4565833

Unlock 1 more executives

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Juan, PR

San Juan-Bayam_n, 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 Calle Del Parque
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth