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 limited liability company that operates as a private equity fund adviser and SEC-registered investment adviser (registered in 2024). The firm serves institutional clients and focuses on managing pooled investment vehicles; its stated advisory activity is portfolio management for pooled vehicles. New Catalyst acts in sponsor and general partner capacities and is registered as a managing member of pooled investment vehicles. The firm reports being an active ESG investor. Its fee structure includes asset-based fees, performance-based fees, and other fee arrangements. Ownership is listed as a mix of a domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • Demetrius Sidberry

    Demetrius Sidberry

    Managing Director, InvestmentsCRD 5000645

  • Jason Howard

    Jason Howard

    Founder and Managing PartnerCRD 3278802

  • Shaina Ramsey

    Head of FinanceCRD 8246691

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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