New Catalyst

RIASEC RegisteredEst. 2024
Total AUM
$337M
Discretionary
$337M
100% of AUM
Avg account
$168M
Accounts
2
Employees
8
Advisory reps
3

Firm details

Headquarters
Washington, District of Columbia
CRD number
332967
Registered since
December 5, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

New Catalyst is a private equity–focused LLC that advises and sponsors pooled investment vehicles for institutional clients. The firm is SEC-registered (2024) and classifies itself as a private equity fund sponsor and general partner/managing member of pooled vehicles. Its advisory work centers on portfolio management for pooled investment vehicles rather than on individual wealth management or pension consulting. New Catalyst reports institutional clients and charges a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements).

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Jason Howard

    Jason Howard

    Founder and Managing PartnerCRD 3278802

  • Demetrius Sidberry

    Demetrius Sidberry

    Managing Director, InvestmentsCRD 5000645

  • Shaina Ramsey

    Head of FinanceCRD 8246691

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Washington, DC

District Of Columbia

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
District Of Columbia
Address
1150 Connecticut Ave Nw
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth