Catalyst Investment Management LLC
● SEC registered since 2023CRD 298122SEC# 801-127508
Reg. AUM
$129.8M
Employees
4
Accounts
214
Location
—
Catalyst Investment Management LLC assets under management
Catalyst Investment Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2023. It reports $129.8 million in regulatory assets under management and employs 4 people.
Catalyst Investment Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dawn Atkins Control | Principal | 25-50% | 2021 |
| Nicholas Joseph Shea Control | Managing Member And Chief Compliance Officer | 50-75% | 2018 |
Frequently asked questions
How much does Catalyst Investment Management LLC manage?
Catalyst Investment Management LLC reports $129.8 million in regulatory assets under management on its Form ADV.
How many employees does Catalyst Investment Management LLC have?
Catalyst Investment Management LLC reports 4 employees.
Does Catalyst Investment Management LLC disclose fund performance?
Catalyst Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (603) 952-1209 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$129.8M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$129.8Mregulatory AUM
Discretionary $129.8M