Catalyst Financial Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 20, 2026, reports $1.7B in regulatory assets under management, 12 employees, 2 offices, and 1,373 accounts.
Assets Under Management
$1.7B
Employees
12
Offices
2 offices
Total Clients
355
Primary office
BOSTON, MA
ONE MARINA PARK DRIVE, 16TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.7% of total clients.
Top client categories% of clientsClients
1
HNWI
97.7%
347
2
Charitable
2.3%
8
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of April 20, 2026
Discretionary100.0%
$1.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts1,373
10Y AUM Change+$1.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee30:1
10Y Employee Change+10 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.