CATALINA CAPITAL GROUP, LLC
CRD #172556 SEC #801-110269 TORRANCE, CA 310-540-5544
SEC Registered Disclosures
Total AUM
$766.9M
Discretionary
$576.3M
Employees
3
Clients
26
Accounts
740
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $766.9M | $576.3M | $190.6M | 3 | 1 |
| Dec 2024 | $629.6M | $445.7M | $183.9M | 3 | 0 |
| Oct 2024 | $629.6M | $445.7M | $183.9M | 4 | 0 |
| Aug 2024 | $629.6M | $445.7M | $183.9M | 5 | 0 |
| Jul 2024 | $629.6M | $445.7M | $183.9M | 5 | 0 |
| Mar 2024 | $629.6M | $445.7M | $183.9M | 5 | 0 |
| Aug 2023 | $394.6M | $283.4M | $111.3M | 5 | 0 |
| Mar 2023 | $394.6M | $283.4M | $111.3M | 5 | 0 |
| Mar 2023 | $394.6M | $283.4M | $111.3M | 5 | 0 |
| Nov 2022 | $319.8M | $237M | $82.7M | 5 | 0 |
| Oct 2022 | $319.8M | $237M | $82.7M | 5 | 0 |
| Mar 2022 | $319.8M | $237M | $82.7M | 5 | 0 |
| Oct 2021 | $223.3M | $181.5M | $41.8M | 5 | 0 |
| Aug 2021 | $223.3M | $181.5M | $41.8M | 5 | 0 |
| Jul 2021 | $223.3M | $181.5M | $41.8M | 5 | 0 |
| Mar 2021 | $223.3M | $181.5M | $41.8M | 4 | 0 |
| May 2020 | $177.5M | $154.3M | $23.2M | 3 | 0 |
| Mar 2020 | $177.5M | $154.3M | $23.2M | 3 | 0 |
| Nov 2019 | $136.3M | $124.8M | $11.5M | 3 | 0 |
| Jul 2019 | $136.3M | $124.8M | $11.5M | 3 | 0 |
| Jun 2019 | $136.3M | $124.8M | $11.5M | 3 | 0 |
| Apr 2019 | $136.3M | $124.8M | $11.5M | 3 | 0 |
| Feb 2019 | $136.3M | $124.8M | $11.5M | 3 | 0 |
| Sep 2018 | $147.6M | $137.7M | $10M | 3 | 0 |
| Apr 2018 | $147.6M | $137.7M | $10M | 5 | 0 |
| Mar 2018 | $147.6M | $137.7M | $10M | 5 | 0 |
| Nov 2017 | $174.4M | $131.3M | $43.1M | 4 | 0 |
| Sep 2017 | $125.6M | $88.8M | $36.8M | 4 | 26 |
| Sep 2017 | $125.6M | $88.8M | $36.8M | 3 | 26 |
| Aug 2017 | $125.6M | $88.8M | $36.8M | 2 | 26 |
| Jul 2017 | $125.6M | $88.8M | $36.8M | 2 | 26 |
| Jun 2017 | $125.6M | $88.8M | $36.8M | 2 | 26 |
| Apr 2017 | $125.6M | $88.8M | $36.8M | 2 | 26 |
| Mar 2017 | $125.6M | $88.8M | $36.8M | 2 | 26 |
| Mar 2017 | $125.6M | $88.8M | $36.8M | 2 | 26 |
DateMar 2025
Total AUM$766.9M
Discretionary$576.3M
Non-Disc.$190.6M
Employees3
Clients1
DateDec 2024
Total AUM$629.6M
Discretionary$445.7M
Non-Disc.$183.9M
Employees3
Clients0
DateOct 2024
Total AUM$629.6M
Discretionary$445.7M
Non-Disc.$183.9M
Employees4
Clients0
DateAug 2024
Total AUM$629.6M
Discretionary$445.7M
Non-Disc.$183.9M
Employees5
Clients0
DateJul 2024
Total AUM$629.6M
Discretionary$445.7M
Non-Disc.$183.9M
Employees5
Clients0
DateMar 2024
Total AUM$629.6M
Discretionary$445.7M
Non-Disc.$183.9M
Employees5
Clients0
DateAug 2023
Total AUM$394.6M
Discretionary$283.4M
Non-Disc.$111.3M
Employees5
Clients0
DateMar 2023
Total AUM$394.6M
Discretionary$283.4M
Non-Disc.$111.3M
Employees5
Clients0
DateMar 2023
Total AUM$394.6M
Discretionary$283.4M
Non-Disc.$111.3M
Employees5
Clients0
DateNov 2022
Total AUM$319.8M
Discretionary$237M
Non-Disc.$82.7M
Employees5
Clients0
DateOct 2022
Total AUM$319.8M
Discretionary$237M
Non-Disc.$82.7M
Employees5
Clients0
DateMar 2022
Total AUM$319.8M
Discretionary$237M
Non-Disc.$82.7M
Employees5
Clients0
DateOct 2021
Total AUM$223.3M
Discretionary$181.5M
Non-Disc.$41.8M
Employees5
Clients0
DateAug 2021
Total AUM$223.3M
Discretionary$181.5M
Non-Disc.$41.8M
Employees5
Clients0
DateJul 2021
Total AUM$223.3M
Discretionary$181.5M
Non-Disc.$41.8M
Employees5
Clients0
DateMar 2021
Total AUM$223.3M
Discretionary$181.5M
Non-Disc.$41.8M
Employees4
Clients0
DateMay 2020
Total AUM$177.5M
Discretionary$154.3M
Non-Disc.$23.2M
Employees3
Clients0
DateMar 2020
Total AUM$177.5M
Discretionary$154.3M
Non-Disc.$23.2M
Employees3
Clients0
DateNov 2019
Total AUM$136.3M
Discretionary$124.8M
Non-Disc.$11.5M
Employees3
Clients0
DateJul 2019
Total AUM$136.3M
Discretionary$124.8M
Non-Disc.$11.5M
Employees3
Clients0
DateJun 2019
Total AUM$136.3M
Discretionary$124.8M
Non-Disc.$11.5M
Employees3
Clients0
DateApr 2019
Total AUM$136.3M
Discretionary$124.8M
Non-Disc.$11.5M
Employees3
Clients0
DateFeb 2019
Total AUM$136.3M
Discretionary$124.8M
Non-Disc.$11.5M
Employees3
Clients0
DateSep 2018
Total AUM$147.6M
Discretionary$137.7M
Non-Disc.$10M
Employees3
Clients0
DateApr 2018
Total AUM$147.6M
Discretionary$137.7M
Non-Disc.$10M
Employees5
Clients0
DateMar 2018
Total AUM$147.6M
Discretionary$137.7M
Non-Disc.$10M
Employees5
Clients0
DateNov 2017
Total AUM$174.4M
Discretionary$131.3M
Non-Disc.$43.1M
Employees4
Clients0
DateSep 2017
Total AUM$125.6M
Discretionary$88.8M
Non-Disc.$36.8M
Employees4
Clients26
DateSep 2017
Total AUM$125.6M
Discretionary$88.8M
Non-Disc.$36.8M
Employees3
Clients26
DateAug 2017
Total AUM$125.6M
Discretionary$88.8M
Non-Disc.$36.8M
Employees2
Clients26
DateJul 2017
Total AUM$125.6M
Discretionary$88.8M
Non-Disc.$36.8M
Employees2
Clients26
DateJun 2017
Total AUM$125.6M
Discretionary$88.8M
Non-Disc.$36.8M
Employees2
Clients26
DateApr 2017
Total AUM$125.6M
Discretionary$88.8M
Non-Disc.$36.8M
Employees2
Clients26
DateMar 2017
Total AUM$125.6M
Discretionary$88.8M
Non-Disc.$36.8M
Employees2
Clients26
DateMar 2017
Total AUM$125.6M
Discretionary$88.8M
Non-Disc.$36.8M
Employees2
Clients26