Qatalyst Partners LP

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
50
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Qatalyst Partners LP appears in the dataset as an SEC-registered firm (registered in 2008) organized under a non-standard legal form. Filings classify the entity as an investment bank rather than a traditional wealth manager or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. The snapshot attributes indicate the firm is not reported as a capital allocator and does not identify itself as an active ESG investor. It is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or a related adviser in the provided extract. The dataset does not include granular descriptions of fee schedules, client segments, or specific advisory services.

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 48
  • Frank Quattrone

    Frank Quattrone

    Founder & Executive ChairmanCRD 1312126

  • Sally Palmer

    Sally Palmer

    ComplianceCRD 1524061

  • Jason Dilullo

    Jason Dilullo

    PresidentCRD 2378805

Unlock 45 more contacts

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