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Firm profile

Catton Capital Partners, LLC

SAN FRANCISCO, CACRD 339336Latest ADV May 14, 2026

Catton Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 8, 2026, reports $40M in regulatory assets under management, 2 employees, and 66 accounts.

Assets Under Management
$40M
Employees
2
Offices
--
Total Clients
16
Primary office
SAN FRANCISCO, CA
555 CALIFORNIA ST., 29TH FLOOR, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOWilliam M. Catton
CCOWilliam M. Catton

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 56.3% of total clients.
Top client categories% of clientsClients
1
Individuals
56.3%
9
2
HNWI
43.8%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$40Mas of May 14, 2026
Discretionary100.0%
$40M
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$40M
Total Accounts66
10Y AUM Change+$40M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee8:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.