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| Catalyst Financial Partners LLC
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|---|---|
| CRD # | 299335 |
| SEC # | 801-114398 |
| CIK # | 0001927537 |
| AUM | 1.7 B (2026-04-20) |
| Employees | 12 (50% 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) | |
|---|---|---|---|
| Apple Inc | 31.2 | ||
| State Street Corp | 28.7 | ||
| Nvidia Corp | 27.9 | ||
| Microsoft Corp | 18.8 | ||
| Amazon Com Inc | 13.6 | ||
| Alphabet Inc | 11.9 | ||
| Alphabet Inc | 10.3 | ||
| Broadcom Inc | 9.2 | ||
| Facebook Inc | 7.0 | ||
| J P Morgan Chase & Co | 6.7 | ||
| Johnson & Johnson | 6.3 | ||
| Lilly Eli & Co | 5.4 | ||
| UFP Technologies Inc | 5.1 | ||
| Tesla Motors Inc | 5.0 | ||
| Wal Mart Stores Inc | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.2 |
| (b) Individuals (high net worth individuals) | 347 | 1,579.6 |
| (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 | 8 | 142.3 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,373 | 1,722.3 |
| By Discretionary | ||
| Discretionary | 1,373 | 1,722.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,373 | 1,722.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,722.3 | |
| Total | 1,373 | 1,722.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001927537] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 83-1688640 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Meridian Wealth Advisors LLC
✚
|
TX | 1.7 B |
|
WBH Advisory Inc
✚
|
MD | 1.7 B |
|
World Investments Inc
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NJ | 1.7 B |
|
Feldman Ingardona & Co
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IL | 1.7 B |
|
RW Investment Management LLC
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ID | 1.7 B |
|
Argent Advisors Inc
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LA | 1.7 B |
|
Invictus Private Wealth LLC
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|
1.7 B | |
|
Clarkston Capital Partners LLC
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|
MI | 1.7 B |
|
Quest Investment Management LLC
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|
OR | 1.7 B |
|
Oak Ridge Investments LLC
✚
|
IL | 1.7 B |