CATLIN FINANCIAL, LLC

Overview

Catlin Financial, LLC is a small, privately held advisory firm that positions itself as a capital allocator for a limited client base. The firm’s stated advisory activities focus on portfolio management for individuals and small businesses, alongside pension consulting services. Its fee arrangements are flexible: percentage-of-AUM billing sits alongside hourly and fixed-fee options, which supports both ongoing wealth management relationships and project-based consulting work. Investment activity centers on public equity exposure delivered primarily through exchange-traded vehicles and separately managed account structures. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser, indicating a narrow geographic footprint and a conventional, non-ESG investment posture. Reported assets are entirely non-discretionary, which implies clients retain trading authority or the firm works under client-directed mandates rather than full discretionary management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices