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 a limited liability company that provides portfolio management services to institutional clients. Registered with the SEC since 1989, the firm operates with an institutional client focus and a fee model that combines percentage-of-AUM and fixed fees. Its reported activity is advisory in nature—managing portfolios for businesses or institutions—while the firm itself is not classified as a capital allocator and does not identify as an active ESG investor. The firm’s reported posture is non-discretionary: the same $52.37B is listed as total assets and total non-discretionary assets, indicating clients retain trading authority while Catalyst provides advice and portfolio structure. Asset allocation tilts strongly toward fixed income, with U.S. government bonds identified as the primary asset type across the firm’s managed portfolios. Catalyst also maintains industry relationships that include broker-dealer and banking/thrift affiliations, consistent with institutional custody and cash-management needs.
Assets & Accounts
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
- US Government Bonds100%
Owners & executives
1 of 1MICHAEL MCGINNIS
SVP, Chief Investment OfficerCRD 2266303
Contacts
1 of 1MARK 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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