Catalyst Financial Partners LLC
● SEC registered since 2018CRD 299335SEC# 801-114398Boston, MA
Reg. AUM
$1.72B
Employees
12
Accounts
1,373
Location
Boston, MA
Catalyst Financial Partners LLC assets under management
Catalyst Financial Partners LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2018. It reports $1.7 billion in regulatory assets under management and employs 12 people.
Catalyst Financial Partners LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Richard Roycroft Control | Member | 10-25% | 2021 |
| Daniel Edward Ronan Control | Chief Compliance Officer And Member | 10-25% | 2024 |
| David Craig Porter Control | Member | 10-25% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Catalyst Financial Partners LLC manage?
Catalyst Financial Partners LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Catalyst Financial Partners LLC have?
Catalyst Financial Partners LLC reports 12 employees.
Where is Catalyst Financial Partners LLC located?
Catalyst Financial Partners LLC is based in Boston, MA and has been SEC-registered since 2018.
Does Catalyst Financial Partners LLC disclose fund performance?
Catalyst Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Marina Park Drive, 16th Floor, Boston, MA 02210 |
| Phone | 617-239-8101 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.72B▲ 69%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.72Bregulatory AUM
Discretionary $1.72B