Catalyst Strategic Solutions
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 44970
- Registered since
- December 22, 1989
- Website
- www.catalystcorp.org
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Banking / Thrift Institutions100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Catalyst Strategic Solutions is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 1989. The firm focuses on portfolio management for business and institutional clients and bills on a combination of a percentage-of-AUM model and fixed fees. Catalyst is not positioned as a capital allocator; its client base is institutional rather than retail or wealth-management households. The firm does not identify as an active ESG investor, is not a multi-state or newly formed adviser, and does not act as a pension consultant. Regulatory/industry affiliations include relationships with broker-dealer and banking or thrift institutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- US Government Bonds100%
Owners & executives
1 of 1
Michael Mcginnis
SVP, Chief Investment OfficerCRD 2266303
Contacts
1 of 1
Mark Debree
Managing PrincipalCRD 3261504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 6801 Parkwood Blvd
- Time zone
- CT (UTC-6)
- Office locations
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