CATALYST FINANCIAL PARTNERS
CATALYST FINANCIAL PARTNERS LLC Legal Name
Adviser information for CATALYST FINANCIAL PARTNERS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 776 | $827.3M |
| Non-Discretionary | 0 | $0 |
| Total | 776 | $827.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 57 | $29.1M |
| HNW Individuals | 139 | $798.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 679.0M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ADVISORY ONE | CATALYST FINANCIAL PARTNERS |
Principal Office
ONE MARINA PARK DRIVE16TH FLOOR
BOSTON
MA
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 617-239-8101, Fax: None
Chief Compliance Officer
DANIEL RONAN
MANAGING DIRECTOR
ONE MARINA PARK DRIVE
16TH FLOOR
BOSTON
MA
United States
Tel:
617-239-8102
D**@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PORTER, DAVID, CRAIG | Individual | – | MEMBER | 08/2018 | 10-25% |
| O'CONNOR, THOMAS, NEAL | Individual | – | MEMBER | 08/2021 | 10-25% |
| LOBELLO, MARK, DAVID | Individual | – | MANAGING DIRECTOR | 08/2021 | 10-25% |
| RONAN, DANIEL, EDWARD | Individual | – | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | 01/2024 | 10-25% |
| GIBBONS, KEITH | Individual | – | MANAGING DIRECTOR | 08/2021 | 10-25% |
| Covino, Eugene | Individual | – | MANAGING DIRECTOR | 08/2021 | 10-25% |
| ROYCROFT, ALAN, RICHARD | Individual | – | MANAGING DIRECTOR | 08/2021 | 10-25% |
| GEORGE, TIMOTHY, BLANEY | Individual | – | MANAGING DIRECTOR | 08/2021 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 713K | 7K | – |
| ABBVIE INC | COM | 2M | 12K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 668K | 2K | – |
| ACUMEN PHARMACEUTICALS INC | COM | 217K | 90K | – |
| ADOBE INC | COM | 984K | 2K | – |
| ADVANCED MICRO DEVICES INC | COM | 995K | 6K | – |
| AIR PRODS & CHEMS INC | COM | 571K | 2K | – |
| ALPHABET INC | CAP STK CL A | 5M | 28K | – |
| ALPHABET INC | CAP STK CL C | 6M | 31K | – |
| ALTRIA GROUP INC | COM | 513K | 11K | – |
| AMAZON COM INC | COM | 8M | 43K | – |
| AMERICAN EXPRESS CO | COM | 533K | 2K | – |
| AMERICAN INTL GROUP INC | COM NEW | 463K | 6K | – |
| AMERICAN TOWER CORP NEW | COM | 329K | 2K | – |
| AMERIPRISE FINL INC | COM | 564K | 1K | – |
| AMGEN INC | COM | 735K | 2K | – |
| AMPHENOL CORP NEW | CL A | 325K | 5K | – |
| ANALOG DEVICES INC | COM | 488K | 2K | – |
| AON PLC | SHS CL A | 309K | 1K | – |
| APPLE INC | COM | 20M | 93K | – |
| APPLIED MATLS INC | COM | 1M | 5K | – |
| ARISTA NETWORKS INC | COM | 290K | 828 | – |
| ASSURANT INC | COM | 244K | 1K | – |
| AT&T INC | COM | 447K | 23K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 489K | 2K | – |
| BANK AMERICA CORP | COM | 1M | 28K | – |
| BECTON DICKINSON & CO | COM | 353K | 2K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4M | 9K | – |
| BLACKROCK INC | COM | 701K | 890 | – |
| BOEING CO | COM | 296K | 2K | – |
| BOOKING HOLDINGS INC | COM | 662K | 167 | – |
| BOSTON SCIENTIFIC CORP | COM | 542K | 7K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 206K | 5K | – |
| BROADCOM INC | COM | 3M | 2K | – |
| BROOKFIELD CORP | CL A LTD VT SH | 249K | 6K | – |
| CADENCE DESIGN SYSTEM INC | COM | 311K | 1K | – |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 445K | 15K | – |
| CARRIER GLOBAL CORPORATION | COM | 214K | 3K | – |
| CATERPILLAR INC | COM | 1M | 4K | – |
| CHEVRON CORP NEW | COM | 1M | 8K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 362K | 6K | – |
| CHUBB LIMITED | COM | 443K | 2K | – |
| CINCINNATI FINL CORP | COM | 279K | 2K | – |
| CINTAS CORP | COM | 510K | 729 | – |
| CISCO SYS INC | COM | 895K | 19K | – |
| CITIGROUP INC | COM NEW | 279K | 4K | – |
| CME GROUP INC | COM | 342K | 2K | – |
| COCA COLA CO | COM | 1M | 20K | – |
| COLGATE PALMOLIVE CO | COM | 278K | 3K | – |
| COMCAST CORP NEW | CL A | 706K | 18K | – |
| CONOCOPHILLIPS | COM | 510K | 4K | – |
| CONSTELLATION ENERGY CORP | COM | 748K | 4K | – |
| COSTCO WHSL CORP NEW | COM | 2M | 2K | – |
| CROWDSTRIKE HLDGS INC | CL A | 218K | 569 | – |
| CROWN CASTLE INC | COM | 301K | 3K | – |
| CSX CORP | COM | 469K | 14K | – |
| CVS HEALTH CORP | COM | 240K | 4K | – |
| DANAHER CORPORATION | COM | 955K | 4K | – |
| DEERE & CO | COM | 558K | 1K | – |
| DEVON ENERGY CORP NEW | COM | 282K | 6K | – |
| DEXCOM INC | COM | 254K | 2K | – |
| DIAMEDICA THERAPEUTICS INC | COM NEW | 113K | 38K | – |
| DISNEY WALT CO | COM | 508K | 5K | – |
| DOMINION ENERGY INC | COM | 352K | 7K | – |
| DUKE ENERGY CORP NEW | COM NEW | 436K | 4K | – |
| DUPONT DE NEMOURS INC | COM | 245K | 3K | – |
| EATON CORP PLC | SHS | 1M | 4K | – |
| ECOLAB INC | COM | 206K | 866 | – |
| EDWARDS LIFESCIENCES CORP | COM | 234K | 3K | – |
| ELEVANCE HEALTH INC | COM | 483K | 892 | – |
| ELI LILLY & CO | COM | 4M | 5K | – |
| EMERSON ELEC CO | COM | 287K | 3K | – |
| ENSTAR GROUP LIMITED | SHS | 205K | 669 | – |
| EOG RES INC | COM | 252K | 2K | – |
| EQUINIX INC | COM | 347K | 459 | – |
| EVERSOURCE ENERGY | COM | 206K | 4K | – |
| EXELON CORP | COM | 336K | 10K | – |
| EXXON MOBIL CORP | COM | 3M | 27K | – |
| FASTENAL CO | COM | 322K | 5K | – |
| FEDEX CORP | COM | 255K | 851 | – |
| FIDELITY NATL INFORMATION SV | COM | 391K | 5K | – |
| FIRST TR MORNINGSTAR DIVID L | SHS | 272K | 7K | – |
| FISERV INC | COM | 426K | 3K | – |
| FORD MTR CO DEL | COM | 196K | 16K | – |
| FORTINET INC | COM | 267K | 4K | – |
| FREEPORT-MCMORAN INC | CL B | 327K | 7K | – |
| GALLAGHER ARTHUR J & CO | COM | 209K | 805 | – |
| GE AEROSPACE | COM NEW | 845K | 5K | – |
| GE VERNOVA INC | COM | 222K | 1K | – |
| GENERAL MTRS CO | COM | 243K | 5K | – |
| GILEAD SCIENCES INC | COM | 337K | 5K | – |
| GLOBALSTAR INC | COM | 192K | 172K | – |
| GOLDMAN SACHS ETF TR | ACCESS HIG YLD | 389K | 9K | – |
| GOLDMAN SACHS GROUP INC | COM | 598K | 1K | – |
| HARTFORD FINL SVCS GROUP INC | COM | 318K | 3K | – |
| HCA HEALTHCARE INC | COM | 284K | 884 | – |
| HESS CORP | COM | 492K | 3K | – |
| HOME DEPOT INC | COM | 1M | 4K | – |
| HONEYWELL INTL INC | COM | 693K | 3K | – |
| HOWMET AEROSPACE INC | COM | 542K | 7K | – |
| HUBBELL INC | COM | 245K | 670 | – |
| HUBSPOT INC | COM | 318K | 539 | – |
| HUMANA INC | COM | 213K | 571 | – |
| ILLINOIS TOOL WKS INC | COM | 447K | 2K | – |
| INCYTE CORP | COM | 442K | 7K | – |
| INGERSOLL RAND INC | COM | 547K | 6K | – |
| INTEL CORP | COM | 803K | 26K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 304K | 2K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 749K | 4K | – |
| INTUIT | COM | 623K | 948 | – |
| INTUITIVE SURGICAL INC | COM NEW | 786K | 2K | – |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 430K | 11K | – |
| INVESCO QQQ TR | UNIT SER 1 | 317K | 662 | – |
| ISHARES INC | CORE MSCI EMKT | 10M | 192K | – |
| ISHARES INC | MSCI EMRG CHN | 460K | 8K | – |
| ISHARES SILVER TR | ISHARES | 266K | 10K | – |
| ISHARES TR | NATIONAL MUN ETF | 9M | 87K | – |
| ISHARES TR | RUS TP200 GR ETF | 275K | 1K | – |
| ISHARES TR | SHRT NAT MUN ETF | 1M | 11K | – |
| ISHARES TR | EAFE SML CP ETF | 4M | 62K | – |
| ISHARES TR | MSCI ACWI EX US | 2M | 31K | – |
| ISHARES TR | MORNINGSTAR GRWT | 639K | 8K | – |
| ISHARES TR | RUSEL 2500 ETF | 2M | 32K | – |
| ISHARES TR | CORE MSCI EAFE | 32M | 442K | – |
| ISHARES TR | CORE DIV GRWTH | 425K | 7K | – |
| ISHARES TR | CORE S&P MCP ETF | 22M | 368K | – |
| ISHARES TR | CORE S&P SCP ETF | 22M | 204K | – |
| ISHARES TR | S&P 500 VAL ETF | 4M | 22K | – |
| ISHARES TR | CORE S&P500 ETF | 81M | 149K | – |
| ISHARES TR | S&P 500 GRWT ETF | 492K | 5K | – |
| ISHARES TR | RUSSELL 2000 ETF | 1M | 5K | – |
| ISHARES TR | RUS 2000 VAL ETF | 427K | 3K | – |
| ISHARES TR | MSCI EAFE ETF | 3M | 40K | – |
| ISHARES TR | RUS MID CAP ETF | 2M | 23K | – |
| ISHARES TR | GLOBAL 100 ETF | 390K | 4K | – |
| ISHARES TR | CORE US AGGBD ET | 17M | 174K | – |
| ISHARES TR | SELECT DIVID ETF | 696K | 6K | – |
| ISHARES TR | MSCI EMG MKT ETF | 368K | 9K | – |
| JEFFERIES FINL GROUP INC | COM | 699K | 14K | – |
| JOHNSON & JOHNSON | COM | 5M | 32K | – |
| JPMORGAN CHASE & CO. | COM | 4M | 19K | – |
| KIMBERLY-CLARK CORP | COM | 4M | 28K | – |
| KLA CORP | COM NEW | 594K | 721 | – |
| L3HARRIS TECHNOLOGIES INC | COM | 365K | 2K | – |
| LAM RESEARCH CORP | COM | 395K | 371 | – |
| LENNAR CORP | CL A | 215K | 1K | – |
| LINDE PLC | SHS | 857K | 2K | – |
| LOCKHEED MARTIN CORP | COM | 390K | 835 | – |
| LOWES COS INC | COM | 928K | 4K | – |
| MARATHON PETE CORP | COM | 732K | 4K | – |
| MARSH & MCLENNAN COS INC | COM | 331K | 2K | – |
| MARTIN MARIETTA MATLS INC | COM | 229K | 422 | – |
| MASTERCARD INCORPORATED | CL A | 1M | 3K | – |
| MCDONALDS CORP | COM | 764K | 3K | – |
| MCKESSON CORP | COM | 496K | 849 | – |
| MEDTRONIC PLC | SHS | 342K | 4K | – |
| MERCK & CO INC | COM | 2M | 18K | – |
| META PLATFORMS INC | CL A | 4M | 8K | – |
| METLIFE INC | COM | 293K | 4K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 368K | 4K | – |
| MICRON TECHNOLOGY INC | COM | 582K | 4K | – |
| MICROSOFT CORP | COM | 17M | 39K | – |
| MONDELEZ INTL INC | CL A | 596K | 9K | – |
| MORGAN STANLEY | COM NEW | 610K | 6K | – |
| NETFLIX INC | COM | 1M | 2K | – |
| NEXTERA ENERGY INC | COM | 820K | 12K | – |
| NIKE INC | CL B | 358K | 5K | – |
| NORFOLK SOUTHN CORP | COM | 501K | 2K | – |
| NORTHROP GRUMMAN CORP | COM | 692K | 2K | – |
| NVIDIA CORPORATION | COM | 13M | 106K | – |
| NXP SEMICONDUCTORS N V | COM | 205K | 763 | – |
| OLD REP INTL CORP | COM | 2M | 67K | – |
| ONEOK INC NEW | COM | 328K | 4K | – |
| ORACLE CORP | COM | 829K | 6K | – |
| OREILLY AUTOMOTIVE INC | COM | 522K | 494 | – |
| PALO ALTO NETWORKS INC | COM | 287K | 848 | – |
| PAYCHEX INC | COM | 388K | 3K | – |
| PEPSICO INC | COM | 934K | 6K | – |
| PFIZER INC | COM | 498K | 18K | – |
| PHILIP MORRIS INTL INC | COM | 1M | 14K | – |
| PHILLIPS 66 | COM | 214K | 2K | – |
| PROCTER AND GAMBLE CO | COM | 3M | 17K | – |
| PROGRESSIVE CORP | COM | 987K | 5K | – |
| PROLOGIS INC. | COM | 366K | 3K | – |
| QUALCOMM INC | COM | 2M | 10K | – |
| QUANTA SVCS INC | COM | 289K | 1K | – |
| REGENERON PHARMACEUTICALS | COM | 343K | 326 | – |
| ROPER TECHNOLOGIES INC | COM | 317K | 562 | – |
| RTX CORPORATION | COM | 1M | 11K | – |
| S&P GLOBAL INC | COM | 543K | 1K | – |
| SALESFORCE INC | COM | 1M | 5K | – |
| SCHLUMBERGER LTD | COM STK | 221K | 5K | – |
| SCHWAB CHARLES CORP | COM | 930K | 13K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 574K | 9K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 201K | 3K | – |
| SERVICENOW INC | COM | 893K | 1K | – |
| SHERWIN WILLIAMS CO | COM | 241K | 807 | – |
| SIMON PPTY GROUP INC NEW | COM | 202K | 1K | – |
| SOUTHERN CO | COM | 216K | 3K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 10M | 18K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 227K | 424 | – |
| SPDR SER TR | BLOOMBERG HIGH Y | 531K | 6K | – |
| SSGA ACTIVE ETF TR | MULT ASS RLRTN | 651K | 24K | – |
| STARBUCKS CORP | COM | 449K | 6K | – |
| STRYKER CORPORATION | COM | 477K | 1K | – |
| SYNOPSYS INC | COM | 251K | 421 | – |
| SYSCO CORP | COM | 331K | 5K | – |
| T-MOBILE US INC | COM | 535K | 3K | – |
| TARGET CORP | COM | 216K | 1K | – |
| TE CONNECTIVITY LTD | SHS | 281K | 2K | – |
| TESLA INC | COM | 1M | 7K | – |
| TEXAS INSTRS INC | COM | 929K | 5K | – |
| THE CIGNA GROUP | COM | 306K | 927 | – |
| THERMO FISHER SCIENTIFIC INC | COM | 1M | 2K | – |
| TJX COS INC NEW | COM | 638K | 6K | – |
| TRACTOR SUPPLY CO | COM | 243K | 899 | – |
| TRANE TECHNOLOGIES PLC | SHS | 719K | 2K | – |
| TRAVELERS COMPANIES INC | COM | 233K | 1K | – |
| TRUIST FINL CORP | COM | 252K | 6K | – |
| UBER TECHNOLOGIES INC | COM | 544K | 7K | – |
| UFP TECHNOLOGIES INC | COM | 7M | 28K | – |
| UNION PAC CORP | COM | 784K | 3K | – |
| UNITED PARCEL SERVICE INC | CL B | 384K | 3K | – |
| UNITEDHEALTH GROUP INC | COM | 2M | 4K | – |
| US BANCORP DEL | COM NEW | 270K | 7K | – |
| VALERO ENERGY CORP | COM | 355K | 2K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2M | 22K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 681K | 3K | – |
| VANGUARD INDEX FDS | VALUE ETF | 257K | 2K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2M | 9K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 917K | 21K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 916K | 8K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1M | 7K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 831K | 17K | – |
| VERIZON COMMUNICATIONS INC | COM | 704K | 17K | – |
| VERTEX PHARMACEUTICALS INC | COM | 509K | 1K | – |
| VISA INC | COM CL A | 2M | 8K | – |
| VOYA FINANCIAL INC | COM | 265K | 4K | – |
| VULCAN MATLS CO | COM | 212K | 852 | – |
| WABTEC | COM | 538K | 3K | – |
| WALMART INC | COM | 2M | 23K | – |
| WASTE MGMT INC DEL | COM | 443K | 2K | – |
| WELLS FARGO CO NEW | COM | 636K | 11K | – |
| WILLIAMS COS INC | COM | 421K | 10K | – |
| ZOETIS INC | CL A | 376K | 2K | – |