Qatalyst Partners LP

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
52
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
147251
Registered since
September 22, 2008

Firm profile

FINTRX

Overview

Qatalyst Partners LP is organized as an alternative legal formation and is classified in the data as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is reported as a combination of a domestic entity and an individual. The firm’s snapshot fields do not list fee schedules, client segments, or advisory activities, and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The profile suggests a focus on advisory and investment-banking activities instead of running pooled or discretionary client portfolios. That characterization aligns with the “Investment Bank” classification in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • George Boutros

    George Boutros

    CEOCRD 1567861

  • Anil Chalasani

    Anil Chalasani

    Chief Development OfficerCRD 2911813

Contacts

3 of 50
  • Frank Quattrone

    Frank Quattrone

    Founder & Executive ChairmanCRD 1312126

  • Sally Palmer

    Sally Palmer

    ComplianceCRD 1524061

  • Jason Dilullo

    Jason Dilullo

    PresidentCRD 2378805

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
3 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth