Catalyst Financial Partners

Overview

Catalyst Financial Partners is an SEC-registered limited liability company that provides fee-based investment management to both individuals/families and institutional clients. Founded in 2018, the firm manages advisory relationships on a percentage-of-AUM fee schedule and focuses on discretionary portfolio management for individuals, small businesses, and larger institutional entities. The firm identifies itself as an active ESG investor and is organized under individual ownership. Catalyst is not positioned as a capital allocator or a pension consultant and does not operate as a multi-state adviser. Its advisory activities center on managing public-market exposures and mutual fund allocations for client portfolios rather than running proprietary pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices