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Catalyst Private Wealth LLC
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CRD # | 305565 |
SEC # | 801-117383 |
CIK # | 0001831193, 0001936191 |
AUM | $306.7 MM (2024-06-26) |
Employees | 6 (83% Investors, 33% Brokers) |
Phone | 415-887-1430 |
Address | 235 Montgomery Street San Francisco, CA 94104 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
TEAM | 48,821.5 | 42.4 | |
DASH | 23,691.8 | 8.8 | |
AFRM | 5,883.3 | 4.9 | |
PLTR | 19,053.8 | 4.2 | |
IOT | 5,810.0 | 4.0 | |
META | 434,852.0 | 4.0 | |
AAPL | 2,382,844.0 | 2.7 | |
MSFT | 1,918,222.4 | 1.8 | |
AMZN | 1,092,997.8 | 1.5 | |
NVDA | 399,550.0 | 1.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 147 | 15.3 |
(b) Individuals (high net worth individuals) | 337 | 285.5 |
(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 | 1 | 2.4 |
(h) Charitable organizations | 1 | 0.1 |
(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 | 3 | 3.5 |
(n) Other | 0 | 0.0 |
Total | 489 | 306.7 |
By Discretionary | ||
Discretionary | 489 | 306.7 |
Non-Discretionary | 0 | 0.0 |
Total | 489 | 306.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 306.7 | |
Total | 489 | 306.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001831193] | |
13F-HR | [0001936191] |
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Sentinel Wealth Management Inc
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VA | 0.3 |
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SD | 0.3 |
Cascade Investment Advisors Inc
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OR | 0.3 |
Novak & Powell Financial Services Inc
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FL | 0.3 |
The Planning Project LLC
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TX | 0.3 |