CATALYST FINANCIAL PARTNERS

Legal name: CATALYST FINANCIAL PARTNERS LLC

CRD 299335File 801-114398

APPROVED

Retail clients

Filing as of Sep 23, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.72B

Top 25% of cohort (national)

Discretionary AUM

$1.72B

Clients

355

1,373 accounts

Employees

Above cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Dec 6, 2018
Principal office: ONE MARINA PARK DRIVE, 16TH FLOOR, BOSTON, MA, 02210
Phone: 617-239-8101
Website: HTTPS://WWW.CATALYSTFP.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.72B
Discretionary AUM: $1.72B
Non-discretionary AUM: $0
Discretionary accounts: 1,373
Non-discretionary accounts: 0
Total accounts: 1,373
AUM per client: $4.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$74K
Charitable organizations	8	$142.3M
High net worth individuals	347	$1.58B
Individuals (other than high net worth individuals)	Fewer than 5	$240K

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Custody	Yes	No
Apr 1, 2026	Clients	328	355	increased by27
Apr 1, 2026	AUM	$1,021,909,061	$1,722,297,612	increased by$700,388,551
Apr 1, 2026	Accounts	1,037	1,373	increased by336
May 1, 2025 vs Oct 1, 2022	Employees	9	12	increased by3
May 1, 2025 vs Oct 1, 2022	Custody	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	48	328	increased by280
May 1, 2025 vs Oct 1, 2022	AUM	$185,316,206	$1,021,909,061	increased by$836,592,855
May 1, 2025 vs Oct 1, 2022	Accounts	124	1,037	increased by913
Apr 1, 2022	Clients	0	48	increased by48
Apr 1, 2022	AUM	$0	$185,316,206	increased by$185,316,206
Apr 1, 2022	Accounts	0	124	increased by124
Sep 1, 2021	Employees	2	9	increased by7
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CATALYST FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CATALYST FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.