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, LLC is a private equity firm that operates as sponsor, general partner and managing member of pooled investment vehicles. Registered with the SEC in 2024, the firm serves institutional clients and runs discretionary portfolio management for closed or pooled funds rather than standalone advisory mandates. New Catalyst reports active ESG integration across its investment process and charges a mix of fees that includes a percentage of assets under management plus performance-based fees consistent with private equity and alternative manager economics. The firm’s stated allocation focus centers on private equity and hedge fund strategies. As a fund sponsor and GP, New Catalyst structures and controls fund terms, capital deployment pacing and manager selection for its pooled vehicles. Its client base and product lineup—small number of large pooled accounts—point to a concentrated, institutionally oriented operating model rather than a broad retail-facing advisory practice.

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
  • DEMETRIUS SIDBERRY

    Managing Director, InvestmentsCRD 5000645

  • JASON HOWARD

    Founder and Managing PartnerCRD 3278802

  • SHAINA RAMSEY

    Head of FinanceCRD 8246691

Wealth teams

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth