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| Happy Holidays!! thanks for using AUM13F!! |
| Catalyst Financial Partners LLC
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| CRD # | 299335 |
| SEC # | 801-114398 |
| CIK # | 0001927537 |
| AUM | $1.0 B (2025-04-01) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 617-239-8101 |
| Address | One Marina Park Drive Boston, MA 02210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001927537 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| State Street Corp | 281.1 | ||
| Microsoft Corp | 21.9 | ||
| Apple Inc | 20.8 | ||
| Nvidia Corp | 19.7 | ||
| Amazon Com Inc | 11.8 | ||
| Performant Financial Corp | 8.7 | ||
| Facebook Inc | 7.0 | ||
| Broadcom Inc | 6.5 | ||
| UFP Technologies Inc | 6.5 | ||
| Alphabet Inc | 6.1 | ||
| J P Morgan Chase & Co | 6.0 | ||
| Alphabet Inc | 5.6 | ||
| Procter & Gamble Co | 4.2 | ||
| Lilly Eli & Co | 4.0 | ||
| Kimberly Clark Corp | 3.7 | ||
| Tesla Motors Inc | 3.5 | ||
| VISA Inc | 3.3 | ||
| Johnson & Johnson | 3.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 259 | 876.6 |
| (b) Individuals (high net worth individuals) | 63 | 27.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 113.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,037 | 1,021.9 |
| By Discretionary | ||
| Discretionary | 1,037 | 1,021.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,037 | 1,021.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,021.9 | |
| Total | 1,037 | 1,021.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001927537] |
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NC | 1.0 |
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Strategic Wealth Group Registered Investment Advisor LLC
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CA | 1.0 |
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IL | 1.0 |
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IL | 1.0 |
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