CATALYST FINANCIAL PARTNERS
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 299335
- Registered since
- December 6, 2018
- Website
- www.catalystfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.72%
- Charitable Organizations8.26%
- Individuals0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Catalyst Financial Partners is an SEC-registered investment adviser formed in 2018 and structured as an LLC with individual ownership. The firm manages portfolios for both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Advisory services center on discretionary portfolio management for small businesses, individuals, and institutions. Catalyst identifies as an active ESG investor and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Cash & Cash Equivalents18%
- State & Local Bonds13%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1THOMAS O'CONNOR
President, Chief Compliance OfficerCRD 4374733
Contacts
3 of 11Will Frain
Wealth Management AssociateCRD 8259017
Margaret Gallogly
Senior Portfolio AssociateCRD 7882477
ALAN ROYCROFT
Senior Vice President, InvestmentsCRD 2569573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$447M in ETFs
90%
$401M
10%
$46M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $131M | 201,127 | 29.41% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 1 Marina Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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