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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Catalyst Private Wealth LLC
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| CRD # | 305565 |
| SEC # | 801-117383 |
| CIK # | 0001936191, 0001831193 |
| AUM | $330.6 M (2025-03-31) |
| Employees | 5 (100% Investors, 40% Brokers) |
| Phone | 415-887-1430 |
| Address | 3 East Third Ave San Mateo, CA 94401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Atlassian Corp PLC | 48.7 | ||
| Affirm Holdings Inc | 9.4 | ||
| Doordash Inc | 8.9 | ||
| Facebook Inc | 7.0 | ||
| Samsara Inc | 4.3 | ||
| Palantir Technologies Inc | 2.8 | ||
| Apple Inc | 2.4 | ||
| Microsoft Corp | 2.2 | ||
| Amazon Com Inc | 1.9 | ||
| Nvidia Corp | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 16.5 |
| (b) Individuals (high net worth individuals) | 345 | 313.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 487 | 330.6 |
| By Discretionary | ||
| Discretionary | 485 | 330.5 |
| Non-Discretionary | 2 | 0.1 |
| Total | 487 | 330.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.6 | |
| Total | 487 | 330.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001831193] | |
| 13F-HR | [0001936191] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kenney Investments Inc
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|
IL | 0.3 |
|
T Anton Investment House Inc
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|
WI | 0.3 |
|
Olde Wealth Management LLC
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|
0.3 | |
|
Cascade Investment Advisors Inc
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|
OR | 0.3 |
|
Professional Financial Solutions LLC
✚
|
VA | 0.3 |
|
Dupree Financial Group LLC
✚
|
KY | 0.3 |
|
Lauer Capital Management Ltd
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|
SD | 0.3 |
|
CODE Waechter LLC
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|
FL | 0.3 |
|
Evexia Wealth LLC
✚
|
WI | 0.3 |
|
Aull & Monroe Investment Management Corp
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|
AL | 0.3 |