CATALYST CAPITAL ADVISORS LLC
CRD #139895 SEC #801-66886 SAN JUAN, PR 6467578387
SEC Registered Disclosures
Total AUM
$10.1B
Discretionary
$10.1B
Employees
12
Clients
0
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $10.1B | $10.1B | $0 | 12 | 0 |
| Aug 2025 | $10.1B | $10.1B | $0 | 12 | 0 |
| Jun 2025 | $10.1B | $10.1B | $0 | 12 | 0 |
| Jun 2025 | $10.1B | $10.1B | $0 | 12 | 0 |
| Mar 2025 | $10.1B | $10.1B | $0 | 12 | 0 |
| Jun 2024 | $7.9B | $7.9B | $0 | 12 | 0 |
| Mar 2024 | $7.9B | $7.9B | $0 | 12 | 0 |
| Aug 2023 | $7.1B | $7.1B | $0 | 12 | 0 |
| Aug 2023 | $7.1B | $7.1B | $0 | 12 | 0 |
| Mar 2023 | $7.1B | $7.1B | $0 | 12 | 0 |
| Jul 2022 | $4.8B | $4.8B | $0 | 12 | 0 |
| Jul 2022 | $4.8B | $4.8B | $0 | 12 | 0 |
| Jun 2022 | $4.8B | $4.8B | $0 | 12 | 0 |
| Mar 2022 | $4.8B | $4.8B | $0 | 12 | 0 |
| Apr 2021 | $3.8B | $3.8B | $0 | 12 | 0 |
| Mar 2020 | $6.7B | $6.7B | $0 | 11 | 0 |
| Nov 2019 | $5.7B | $5.7B | $0 | 12 | 0 |
| May 2019 | $5.7B | $5.7B | $0 | 12 | 0 |
| Apr 2019 | $5.7B | $5.7B | $0 | 12 | 0 |
| Feb 2019 | $5.7B | $5.7B | $0 | 12 | 0 |
| Feb 2019 | $5.7B | $5.7B | $0 | 12 | 0 |
| Mar 2018 | $6.1B | $6.1B | $0 | 11 | 0 |
| Sep 2017 | $6.2B | $6.2B | $0 | 12 | 26 |
| Mar 2017 | $6.2B | $6.2B | $0 | 12 | 26 |
| Nov 2016 | $3.4B | $3.4B | $0 | 8 | 26 |
| Sep 2016 | $3.4B | $3.4B | $0 | 8 | 26 |
| May 2016 | $3.4B | $3.4B | $0 | 8 | 26 |
| Apr 2016 | $3.4B | $3.4B | $0 | 8 | 26 |
| Mar 2016 | $3.7B | $3.7B | $0 | 8 | 26 |
| Feb 2016 | $1.6B | $1.6B | $0 | 8 | 11 |
| May 2015 | $1.6B | $1.6B | $0 | 8 | 11 |
| Mar 2015 | $1.6B | $1.6B | $0 | 8 | 11 |
| Feb 2015 | $1.6B | $1.6B | $0 | 8 | 11 |
| Mar 2014 | $653.5M | $653.5M | $0 | 6 | 11 |
| Sep 2013 | $294.9M | $294.9M | $0 | 5 | 11 |
| Mar 2013 | $294.9M | $294.9M | $0 | 5 | 11 |
| Mar 2013 | $320.3M | $320.3M | $0 | 4 | 1 |
| Jul 2012 | $320.3M | $320.3M | $0 | 1 | 1 |
| Apr 2012 | $320.3M | $320.3M | $0 | 1 | 1 |
| Mar 2010 | $94M | $94M | $0 | 5 | -- |
| Mar 2008 | $10M | $10M | $0 | 5 | -- |
| Apr 2007 | $1.4M | $1.4M | $0 | 5 | -- |
| Mar 2007 | $750K | $750K | $0 | 5 | -- |
DateAug 2025
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees12
Clients0
DateAug 2025
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees12
Clients0
DateJun 2025
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees12
Clients0
DateJun 2025
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees12
Clients0
DateJun 2024
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees12
Clients0
DateAug 2023
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees12
Clients0
DateAug 2023
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees12
Clients0
DateJul 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees12
Clients0
DateJul 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees12
Clients0
DateJun 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees12
Clients0
DateApr 2021
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees11
Clients0
DateNov 2019
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees12
Clients0
DateMay 2019
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees12
Clients0
DateApr 2019
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees12
Clients0
DateFeb 2019
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees12
Clients0
DateFeb 2019
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees11
Clients0
DateSep 2017
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees12
Clients26
DateMar 2017
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees12
Clients26
DateNov 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees8
Clients26
DateSep 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees8
Clients26
DateMay 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees8
Clients26
DateApr 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees8
Clients26
DateMar 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees8
Clients26
DateFeb 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees8
Clients11
DateMay 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees8
Clients11
DateMar 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees8
Clients11
DateFeb 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees8
Clients11
DateMar 2014
Total AUM$653.5M
Discretionary$653.5M
Non-Disc.$0
Employees6
Clients11
DateSep 2013
Total AUM$294.9M
Discretionary$294.9M
Non-Disc.$0
Employees5
Clients11
DateMar 2013
Total AUM$294.9M
Discretionary$294.9M
Non-Disc.$0
Employees5
Clients11
DateMar 2013
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees4
Clients1
DateJul 2012
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees1
Clients1
DateApr 2012
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees1
Clients1
DateMar 2010
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$750K
Discretionary$750K
Non-Disc.$0
Employees5
Clients--