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 organized as a corporation and is classified as a private equity fund manager. The firm registered with the SEC in 2025 and is individually owned. Its client base is institutional, and its advisory activity centers on portfolio management for pooled investment vehicles. The firm also lists accounting among its business activities and functions as a sponsor, general partner, and managing member of pooled investment vehicles. Compensation is a mix of a percentage-of-assets-under-management fee and performance-based fees. The Catalyst Group does not present itself as an active ESG investor.

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 6
  • Alison Hird

    ShareholderCRD 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