Investment adviser · CRD 299335
CATALYST FINANCIAL PARTNERS
Investment adviser filing (IA)
CATALYST FINANCIAL PARTNERS LLC
BOSTON, MA, United States · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $1.72B Form ADV · Item 5.F
- Client accounts
- 1,373 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 347 | $1,579,638,637 | 91.7% |
| Charities | 8 | $142,345,435 | 8.3% |
| Individuals | Fewer than 5 | $239,991 | 0.0% |
| Corporations & businesses | Fewer than 5 | $73,549 | 0.0% |
Filing source
Form ADV 2133604 · Sep 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
ONE MARINA PARK DRIVE, 16TH FLOORBOSTON, MA, 02210, United States
CRD 299335
Filing source
Form ADV 2133604 · Sep 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.