CATALYST FINANCIAL PARTNERS LLC
Legal name: CATALYST FINANCIAL PARTNERS
CRD #299335 SEC #801-114398 BOSTON, MA 617-239-8101
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
12
Clients
--
Accounts
1,037
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1B | $1B | $0 | 12 | 0 |
| Mar 2025 | $1B | $1B | $0 | 12 | 0 |
| Dec 2024 | $827.3M | $827.3M | $0 | 12 | 0 |
| Oct 2024 | $827.3M | $827.3M | $0 | 12 | 0 |
| Mar 2024 | $827.3M | $827.3M | $0 | 12 | 0 |
| Mar 2024 | $827.3M | $827.3M | $0 | 12 | 0 |
| Nov 2023 | $547.3M | $533.1M | $14.2M | 8 | 0 |
| Apr 2023 | $547.3M | $533.1M | $14.2M | 8 | 0 |
| Mar 2023 | $547.3M | $508.4M | $38.8M | 8 | 0 |
| Mar 2023 | $547.3M | $508.4M | $38.8M | 8 | 0 |
| Dec 2022 | $185.3M | $185.3M | $0 | 9 | 0 |
| Jul 2022 | $185.3M | $185.3M | $0 | 9 | 0 |
| Jul 2022 | $185.3M | $185.3M | $0 | 9 | 0 |
| May 2022 | $185.3M | $185.3M | $0 | 9 | 0 |
| May 2022 | $185.3M | $185.3M | $0 | 9 | 0 |
| May 2022 | $185.3M | $185.3M | $0 | 9 | 0 |
| May 2022 | $185.3M | $185.3M | $0 | 9 | 0 |
| Apr 2022 | $185.3M | $185.3M | $0 | 9 | 0 |
| Nov 2021 | $0 | $0 | $0 | 9 | 0 |
| Aug 2021 | $0 | $0 | $0 | 9 | 0 |
| Aug 2021 | $0 | $0 | $0 | 9 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
| Apr 2020 | $0 | $0 | $0 | 2 | 0 |
| Feb 2019 | $0 | $0 | $0 | 2 | 0 |
| Nov 2018 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateDec 2024
Total AUM$827.3M
Discretionary$827.3M
Non-Disc.$0
Employees12
Clients0
DateOct 2024
Total AUM$827.3M
Discretionary$827.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$827.3M
Discretionary$827.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$827.3M
Discretionary$827.3M
Non-Disc.$0
Employees12
Clients0
DateNov 2023
Total AUM$547.3M
Discretionary$533.1M
Non-Disc.$14.2M
Employees8
Clients0
DateApr 2023
Total AUM$547.3M
Discretionary$533.1M
Non-Disc.$14.2M
Employees8
Clients0
DateMar 2023
Total AUM$547.3M
Discretionary$508.4M
Non-Disc.$38.8M
Employees8
Clients0
DateMar 2023
Total AUM$547.3M
Discretionary$508.4M
Non-Disc.$38.8M
Employees8
Clients0
DateDec 2022
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees9
Clients0
DateJul 2022
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees9
Clients0
DateJul 2022
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees9
Clients0
DateApr 2022
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees9
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0