WALDEN CATALYST MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
315491
Registered since
July 27, 2021

Firm profile

FINTRX

Overview

Walden Catalyst Management, LLC is an owner-controlled limited liability company that operates as a sponsor and general partner for pooled investment vehicles, with its regulatory registration dating to 2021. The firm’s activity is concentrated on advising private funds rather than providing registered advisory services to retail or individual advisory clients. Its organizational profile shows it functions primarily as a private fund manager, taking on GP and managing-member roles for vehicles that invest in private companies. The firm is not positioned as a multi-state registered adviser or as an active ESG investor based on available classifications. Its reported business activity centers on fund sponsorship and governance — sourcing investments, structuring fund vehicles, and managing LP relationships — rather than operating as a broad wealth manager or capital allocator to third-party product suites.

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

2 of 2
  • Young Sohn

    Founding & Managing PartnerCRD 7414554

  • LIP TAN

    Managing PartnerCRD 1254850

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth