THE CATALYST GROUP, INC.

RIASEC RegisteredEst. 2025
Total AUM
$199M
Discretionary
$199M
100% of AUM
Avg account
$19.9M
Accounts
10
Employees
4
Advisory reps
6

Firm details

Headquarters
HOUSTON, Texas
CRD number
333740
Registered since
January 13, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Catalyst Group, Inc. is a corporate private equity manager that registers as an adviser and positions itself primarily with institutional clients. The firm serves as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for those pooled funds. Its stated business activities also include accounting services, and its ownership is listed as individual. The Catalyst Group charges both a percentage-of-assets fee and performance-based fees; it does not operate as an external capital allocator and does not characterize itself as an active ESG investor or a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 6
  • Alison Hird

    CRD 8253481

  • Burke Nixon

    CRD 8253464

  • Brett Nixon

    CRD 8253475

Unlock 3 more contacts

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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1375 Enclave Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth