Investment adviser · CRD 333740

THE CATALYST GROUP, INC.

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Jun 2, 2026

Regulatory AUM
$199M
Form ADV · Item 5.F
Client accounts
10
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles10$199,378,450100.0%
Filing source

Form ADV 2106868 · Jun 2, 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

10 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CATALYST ROCHAL LLCPrivate Equity Fund · Last reported Jun 2, 2026$62.1MGross asset value
Auditor WITHUM SMITH + BROWN, PC HOUSTON, Texas, United States
Custodian CADENCE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WITHUM SMITH + BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-1932686469
Reported beneficial owners
9
Minimum commitment
$1M

Form ADV 2106868 · Jun 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FA PIPELINE LLCPrivate Equity Fund · Last reported Jun 2, 2026$38.2MGross asset value
Auditor WITHUM SMITH + BROWN, PC HOUSTON, Texas, United States
Custodian AMEGY BANK AUSTIN, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WITHUM SMITH + BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-3330751259
Reported beneficial owners
25
Minimum commitment
$1M

Form ADV 2106868 · Jun 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FA NEXT LEVEL LLCPrivate Equity Fund · Last reported Jun 2, 2026$25.2MGross asset value
Auditor WITHUM SMITH + BROWN, PC HOUSTON, Texas, United States
Custodian AMEGY BANK AUSTIN, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WITHUM SMITH + BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-7232619297
Reported beneficial owners
23
Minimum commitment
$1M

Form ADV 2106868 · Jun 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CATALYST SPR LLCPrivate Equity Fund · Last reported Jun 2, 2026$21.1MGross asset value
Auditor WITHUM SMITH + BROWN, PC HOUSTON, Texas, United States
Custodian CADENCE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WITHUM SMITH + BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-2862370768
Reported beneficial owners
6
Minimum commitment
$1M

Form ADV 2106868 · Jun 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FA SANARA LLCPrivate Equity Fund · Last reported Jun 2, 2026$17.2MGross asset value
Auditor WITHUM SMITH + BROWN, PC HOUSTON, Texas, United States
Custodian AMEGY BANK AUSTIN, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WITHUM SMITH + BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-6824084896
Reported beneficial owners
23
Minimum commitment
$1M

Form ADV 2106868 · Jun 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FA ASL LLCPrivate Equity Fund · Last reported Jun 2, 2026$13.7MGross asset value
Auditor WITHUM SMITH + BROWN, PC HOUSTON, Texas, United States
Custodian AMEGY BANK AUSTIN, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WITHUM SMITH + BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-5646072774
Reported beneficial owners
23
Minimum commitment
$1M

Form ADV 2106868 · Jun 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FA SPR LLCPrivate Equity Fund · Last reported Jun 2, 2026$9.68MGross asset value
Auditor WITHUM SMITH + BROWN, PC HOUSTON, Texas, United States
Custodian AMEGY BANK AUSTIN, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WITHUM SMITH + BROWN, PC
PCAOB 100

Fund details & source
Fund ID
805-5479657883
Reported beneficial owners
26
Minimum commitment
$1M

Form ADV 2106868 · Jun 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 2, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1375 ENCLAVE PARKWAY
HOUSTON, TX, 77077, United States

CRD 333740

Filing source

Form ADV 2106868 · Jun 2, 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.