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CATALYST FINANCIAL PARTNERS
Legal name: CATALYST FINANCIAL PARTNERS LLC
CRD 299335File 801-114398
APPROVED
Retail clients
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.72B
Top 25% of cohort (national)
Discretionary AUM
$1.72B
Clients
355
1,373 accounts
Employees
12
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.